Articles tagged "Bill Chetney"
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Bill Chetney is back to compete with LPL (among others) and Mark Casady is very much on board
His new $40-billion OSJ start-up will use the LPL hybrid platform and get a hand from the broker-dealer in procuring a right-to-recruit agreement and software
July 9, 2014 at 3:21 AM
How an LPL-owned 401(k) afterthought zoomed from $6.5 billion to $10 billion with help from reps -- and thinking big
The former NRP duo demurred overtures three years ago from wirehouses and big competitors and now counts Qualcomm, Petco and In-N-Out burger as clients
November 7, 2013 at 5:53 PM
How a $12 billion RIA grew to $20 billion in less than a year by raiding 401(k) accounts from legacy players
Randy Long boasted that he'd pick off the big boys' clients and came through with the help of a crack team of 12 young turks
