Content tagged "The Ensemble Practice"


The Ensemble Practice LLC

Filed under: Consulting Firm, Outsourcer
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Brooke Southall: RIA vendors are selling the wrong product, selling it in the wrong spirit or marketing it in the wrong way.

How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence
Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive

Wednesday 12.9.15
Philip Paleveev:  We want them to experience what it feels like to run a firm and make decisions

Philip Palaveev and Bob Oros create Hunger Games-style RIA high jinks for Fidelity execs, then release it for wide consumption
The reality TV-Harvard Business School hybrid throws simulated market crashes, personal tragedies and M&A what-ifs at green FAs to test their mettle and groom them for succession

Tuesday 9.29.15
Kenton Shirk: Five years ago when they talked to a wirehouse advisor they'd mention independence and it would warrant a chuckle.

Cerulli's new numbers buttress the RIAs-supplant-brokers theorem with 40% market share jump seen by 2018
Wirehouses will lose 5% of their towering market share in the next four years, the report says, but not all experts agree

Thursday 12.18.14
Jason Del Col: Our vision of the next-generation of an RIA office is they can service $200 million to $300 million with a support team in Dallas and not a lot of infrastructure.

In calculated gamble, United Capital begins to build, not buy, growth in major cities
Joe Duran will still buy firms but his $10-billion RIA will spin out six snazzy startup offices in the next two years manned by graduates of its own training program

Friday 8.22.14
Mark Casady: Before, I was an externally focused CEO, doing acquisitions, focused on getting us public, We weren't as attentive as we could be.

In WSJ article, Mark Casady issues a series of mea culpas and positions LPL as a turnaround story
In the esteemed publication, CEO Mark Casady positions his company and his attitude toward advisors as a turnaround story built on two-hour deadlines

Tuesday 9.17.13
Bill Crager: The content race will be on and we'll open up a whole new competitive landscape for asset management.

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

Friday 5.10.13
Philip Palaveev: The goal of collaboration and sharing ideas is that ideally, you would not have to make all the errors yourself.

How I advise advisors to run an advisory business from my pulpit
Philip Palaveev tells just how much he can coach and where experience kicks in -- and how to get the best of both

Thursday 3.21.13
Mike Durbin: We can't take somebody by the scruff of the neck but we can be much more methodical.

Viewing RIAs in a new light, Fidelity Institutional shifts from a top-down to a bottom-up emphasis to serve them
A couple of counterintuitive findings in a big study are part of Mike Durbin's more methodical approach to practice management

Wednesday 2.13.13
Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

Wednesday 1.2.13
Philip Palaveev: Wirehouses would be wise to explore the opportunity to brand the teams alongside the national brand and to create compensation structures that give team captains control over the hiring and compensation of their team members.

The 10 things Morgan, Merrill, UBS and Wells Fargo could do if they really, really wanted to stem the RIA tide
Advisors are happy to hand over the blueprint to wirehouses because they're certain the firms are too fainthearted to execute it

Tuesday 10.9.12
Charles Goldman: The number of hybrids has been tapering off and it's been tapering off for a while.

How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit
Tussles over scale, branding and professional service played out vividly in Vegas

Friday 9.28.12
Philip Palaveev: If it meant leaving Fusion behind, God knows what decision I would have made.

Philip Palaveev hangs out his shingle with a new consulting model for RIAs and a money-back guarantee
The former Moss Adams star will still serve the Fusion constituency but The Ensemble Practice LLC will let him spread his wings, too

Friday 9.7.12

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