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Articles tagged "Fortigent"


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John Wolff says LPL might be tempted to offer Fortigent research to its retail brokers, diluting the value of a product that his firm "spends a lot of money on," and making it "less of a distinguishing factor."

What Fortigent advisors said in Santa Barbara, and what execs say may be next for the LPL-owned outsourcer

With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged

October 8, 2012 at 5:32 AM

John Moninger: It's the first milestone, and many more to come.

LPL Financial finds a starting place to bring Fortigent into its mainstream mix

The big broker-dealer will leverage the acquired firm's alternative-investments research and portfolio management with a new offering

September 26, 2012 at 3:29 AM

Nathan Sonnenberg is the first member of the Fortigent executive suite to depart since the firm was bought by LPL five months ago.

Two top Fortigent talents leave in the same week as industry-watchers ask: Was it them or was it LPL?

The LPL-owned investments outsourcer may not replace CIO Nathan Sonnenberg and alternative investments director Robert Mileff

August 30, 2012 at 4:59 AM

Derek Bruton (l.) and his colleagues (Andy Kalbaugh on r.) have implemented home office “Private Briefings” focusing on clients with over $10 million in investable assets.

LPL kicks off FOCUS 2012 talking about service for UHNW investors

The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent

August 22, 2012 at 4:49 PM

Jack Bogle is the first of seven big names that Advizent plans to put on its board.

Advizent makes Jack Bogle its standards czar, a no-pay, no-conflict position

The RIA brand will depend on a gold standard of rules and audits

July 31, 2012 at 11:30 AM

Steve Prostano: [SFOs] still don't want to invest in the business.

How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market

Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices

June 25, 2012 at 4:55 AM

Pig ugly? The offending image on Betterment's blog post

After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors

BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors

May 4, 2012 at 4:37 AM

Gregory Curtis: You have to stick to your knitting even if it costs you business -- which it will.

An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues

Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

May 3, 2012 at 5:21 AM

Steve Lockshin: We are never going to succeed unless we build a brand.

Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative

The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'

April 5, 2012 at 4:40 PM

Shirl Penney and Todd Thomson: The reason to [go independent] is that you want to build equity in something that's yours."

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 at 4:18 AM

Robert Moore: We like transparency.

LPL sees bright spots amid sideways 4Q earnings report

The firm is buoyed by increase in advisors, a perceived edge in the 401(k) segment and interest generated by the Fortigent deal

February 8, 2012 at 5:36 AM

Michelle Smith is looking for ways to handle growth.

Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women

Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA

January 20, 2012 at 5:14 AM

Chip Roame: They can offer a traditional payout of 40% or so and pay for personnel, rent, technolog or they can pay a higher payout.

Wirehouses will create their own independent models, Tiburon report says

WIll 2012 be the year that wirehouse 'halfway houses' catch fire?

January 19, 2012 at 6:28 AM

Andy Putterman: It couldn't be any more offensive.

LPL makes big advance into the RIA business with Fortigent acquisition

The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

January 3, 2012 at 8:34 PM

Is LPL chairman and CEO Mark Casady looking to add a jewel to the the mammoth B-D's crown?

LPL and Fortigent may be cooking up a merger, sources say

A strategic alliance could give LPL access to VIP RIAs and make Fortigent's highly customized offerings more profitable

December 6, 2011 at 8:01 AM

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