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Four news items for RIAs

Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president

Author Lisa Shidler August 26, 2011 at 5:13 AM
1 Comment
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Jerry Murphy is taking the FSC helm.

Dan Inveen

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Bill Winterberg

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Jerry Murphy

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Larry Roth


Jeff Spears

Jeff Spears

August 26, 2011 — 4:10 PM

The CSI Management was a great aquisition by Sun Trust because of the synergies between the sports practices at both firms.

It was interesting that there are no apparent plans/synergies between CSI and Genspring.


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June 7, 2024 at 1:44 AM

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July 26, 2023 at 2:34 AM

After 13 years in the Shirl shadow, Ed Swenson gets a mandate to grow a $20-billion corporate RIA as old AIG IBD unit, Advisor Group, reorganizes and seeks new brand identity

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June 6, 2023 at 1:46 AM

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.

March 25, 2023 at 1:32 AM

See more related moves

Mentioned in this article:

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

FSC Securities Corporation
RIA-Friendly Broker-Dealer
Top Executive: Jerry Murphy



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