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Articles tagged "Aite Group"


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Susan Theder may be that final feminine piece of the puzzle in Lightyear-izing Advisor Group

Valerie Brown re-poaches Cetera's Susan Theder cueing up AIG female trifecta

The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors

February 25, 2016 at 8:46 PM

Margaret Hartigan:  We are now in the next phase which is identifying and onboarding our first customers.

As Pershing struggles to get a robo firmly fixed in the RIA frame, NextCapital rushes in to blur the picture

The Chicago 401(k) robo will use Pershing custody to go after the retail market and Pershing has hopes it'll work with its mega-RIAs

February 23, 2016 at 9:25 PM

Lori Hardwick elicits streams of superlatives from the industry.

Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable

Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo

February 11, 2016 at 7:45 PM

Lisa Dolly is no-nonsense but far from rigid, according to people who have worked with her.

Why Pershing's CEO pick looks uninspired, and why that look may be deceiving

LIsa Dolly is a rare 'lifer' in a transient industry but those who know the clearing giant's first woman leader say her entrepreneurial spirit and decades at Pershing make her an inspired choice

February 8, 2016 at 11:35 PM

Valerie Brown: AIG products don't and won't get special treatment.

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

January 26, 2016 at 8:47 PM

Peter Intraligi: This is completely open architecture.

How exactly Invesco plans to get a return on its Jemstep robo purchase with a TAMP-evoking strategy

The $800-billion Atlanta money manager is trying a modern model portfolios play on buying distribution for a more prominent seat at the table

January 13, 2016 at 9:39 PM

Bill Crager: Financial planning creeps closer to us. We'd like to build or be strategic.

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved

Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist

April 21, 2015 at 5:43 PM

Joe Martinetto: Schwab Advisor Services' RIAs will drive about $8 billion of incremental growth to the balance sheet of the bank in 2015.

For sub-$500k accounts, Schwab is sweeping RIA client cash into its bank, pumping up corporate profits

Unlike the robo, RIAs can manually direct funds to money market funds which makes this change less controversial

March 19, 2015 at 5:51 PM

Kenton Shirk: Five years ago when they talked to a wirehouse advisor they'd mention independence and it would warrant a chuckle.

Cerulli's new numbers buttress the RIAs-supplant-brokers theorem with 40% market share jump seen by 2018

Wirehouses will lose 5% of their towering market share in the next four years, the report says, but not all experts agree

December 18, 2014 at 8:23 PM

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.

8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

The San Francisco-based company is upping its rhetoric relating to its bid to bring higher-level investment counsel to high net worth investors

July 18, 2014 at 7:49 PM

John Thiel: People are looking for advisors who understand that the retirement conversation isn’t about a math equation.

How Merrill Lynch Clear looks so impressively RIA-like and what shows how deceptive looks can be

The big iPad-laced and rhetoric-laced wirehouse initiative toward goals-based investing may have selling insurance as its primary goal

June 18, 2014 at 5:54 PM

Steve Anderson became RIABiz' top Q1 newsmaker when he announced his firm had 'fired' $25 billion worth of 401(k) clients.

How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership

As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

April 24, 2014 at 6:28 AM

Mike Norton: They need new sources of revenue -- especially recurring revenue.

Bankers show muted confidence in competing with RIAs, Fidelity study shows

The projections from the most optimistic set of bankers predicts sub-5% growth annually, even on steep part of growth curve

March 6, 2014 at 9:32 PM

Alois Pirker: Innovation is now more of a visionary thing, and an appetite thing, rather than about the monetary angle.

The 6 biggest trends affecting the RIA business

Alois Pirker, Mike Durbin and Meredith Rice help RIABiz paint the Big Picture for private wealth management in the U.S. and beyond

February 24, 2014 at 5:35 AM

Sharon Miller: We partner back and forth between Merrill Lynch and Merrill Edge so it is seamless.

The amazing success of Merrill Edge and why some legacy Merrill brokers think it's eating their seed crop

It won $87 billion in brokerage assets in three years, but some old Merrill Lynch vets say it's just pulling emerging accounts away from thems

September 23, 2013 at 6:30 PM

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