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Articles tagged "Cruz Consulting Group"


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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

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

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