Articles tagged "Rob Bartenstein"

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Felipe Luna: We're moving beyond advisors who just need turnkey.

With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

April 18, 2013 at 6:36 AM

Rob Bartenstein: Washington Wealth is not abandoning what we've stood for since our inception.

Seeing a clear path to $3 billion, Washington Wealth hitches its venture to LPL but quietly adds Schwab

The Middleburg, Va., roll-up-like hybrid RIA is switching some horses after its CEO and founder exited and some funding sources dried up

October 5, 2012 at 3:03 AM

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Articles tagged "Rob Bartenstein"

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April 18, 2013 at 6:36 AM

October 5, 2012 at 3:03 AM

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Articles tagged "Rob Bartenstein"

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April 18, 2013 at 6:36 AM

October 5, 2012 at 3:03 AM

RIABiz Directory

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