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Articles tagged "Tom Valverde"


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Tom Valverde's hire is part of Fidelity's new 'geographical' sales strategy.
April 17, 2014 at 3:20 PM

Bill Johnston: Our plans are to work with Pershing to bring private banking solutions to the RIA community in a structured, tailored, thoughtful manner.

BNY Mellon is arming Pershing's RIA unit to the teeth with banking products for ultra high net worth clients

Clients of Pershing RIAs can get jumbo mortgage loans -- a good lure for breakaways used to cross-selling like mad at wirehouses

December 11, 2013 at 6:42 PM

Sanjiv Mirchandani: People in this business don't make a move until they get everyone in the family to make a sale.

Fidelity gleans why so many 'attractive' advisors cling to wirehouses and Cerulli's newest RIA data shows plenty find courage

Those hefty retention bonuses aren't the only thing keeping brokers tied to their desks -- family sentiment has huge impact on 'fence-sitters'

May 8, 2013 at 10:16 PM

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