RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Kelli Cruz"


Headline

Publish date


Matthew McGinness: A lot of advisors have grown rusty in engaging clients.

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

April 15, 2015 at 12:45 PM

David Canter and Marty Bicknell have expanded a growing partnership between the Boston and Leawood, Kan. firms.

Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals

What the Mariner CEO promises the Boston giant is that the 'S' word -- segmentation -- will only apply to advisors, not clients

April 9, 2015 at 7:33 PM

Dan Inveen: The pay is probably out of whack with a similar job in another industry.

The giant raise RIA folk got in 2014 and the threat it poses in 2015

The 20% jump means money in the pocket and a rather frightening overhead scenario

January 12, 2015 at 8:38 PM

Kevin Corbett: For me, it was picking my favorite client and spending more time with them.

In two-part deal, Fidelity sacrifices a top talent to its top RIA client then fills the gap with an impressive hire from Schwab

Mariner's Marty Bicknell nabs Kevin Corbett and Fidelity's Bob Oros in turn snaps up Catherine Davies

July 16, 2014 at 6:22 PM

Racquel Oden is tasked with RIA-ifying the training program and infusing new blood into the starchy Merrill advisor force.

Is Merrill Lynch taking its more RIA-like training program another step forward with Racquel Oden's promotion?

The new head of training breaks stereotypes and may break new ground for the industry -- or not

March 10, 2014 at 1:31 AM

Brodie Cobb: The culmination was just the unlucky perfect storm.

How the founder, CEO of a $4-billion RIA survived a brutal bike accident and kept his firm rolling

First Brodie Cobb needed a saw to reset bones, now he's sawing apart silos to make Presidio Group function as a unified team

February 25, 2014 at 4:33 AM

Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention

Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

November 14, 2013 at 6:32 AM

Jim Pavia is the latest in a swath of new hires intended to bolster the content of CNBC's business news network's digital presence.

Jim Pavia departs InvestmentNews and gets picked up by CNBC as part of its high-dollar hiring spree aimed at attracting advisors to its consumer-based website

The print-to-online maelstrom in trade media is hitting storm force; AdvisorOne changes its name to ThinkAdvisor

July 18, 2013 at 2:19 AM

At the Red Rocks resort this week, Denver lay at the feet of the 100 advisors who subscribe to active managing of portfolios.

RIAs who trade very much seek to know more at a mile-high NAAIM Conference

The 24-year-old group makes its first dedicated market hire and continues to demand respect

May 2, 2013 at 8:11 PM

Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

This RIA recruited the Morgan Stanley manager who almost recruited him ...

... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

February 28, 2013 at 3:50 PM

Philip Palaveev: We really want to increase the number of participants.

Philip Palaveev will help oversee effort to solve big IN-Moss Adams comp study problem -- a survey that can take a day to complete

With Kelli Cruz out the door, the ex-Moss Adams star is stepping in with plans to get the survey down to a one-hour task

January 24, 2013 at 7:46 PM

Kelli Cruz: There's a lot of: What am I going to be when I grow up?

Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture

The departures mark some big changes at IN away from consulting to advisors

January 16, 2013 at 5:11 AM

Dave Butler: If there’s a $50 million advisor, they might want to know something from a $500 million advisor.

DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space

The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm

May 9, 2012 at 4:37 PM

Dan Inveen: The supply of good people is becoming increasingly scarce.

Competing studies from FA Insight and IN/Moss Adams agree on one thing: RIAs face a picked-over market of client prospects

Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing

October 14, 2011 at 5:01 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.