Articles tagged "Barry Glassman"
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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
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
Six things to know about this week's big DC news
RIAs have the winning business model, but also more competition
January 21, 2011 at 2:37 PM
How Royal Alliance won a big-time RIA after a string of losses
Rehmann Financial loves the AIG subsidiary's alliance with Pershing
March 12, 2010 at 7:03 AM
Beltway-area advisors are rocked by the snowstorms of the century
Financial advisors are out shoveling like crazy but web connections minimize setbacks
February 12, 2010 at 6:00 AM
A breakaway story, old-school style
Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance
