Articles tagged "Boston Consulting Group"
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Why you won't know your female clients are unhappy until they're out the door
By 2020, women will control $22 trillion -- 25% more than today's national debt; that's not a segment you can afford to lose
April 24, 2013 at 5:08 PM
Barbara Roper sends stern letter to Rep. Bachus raising new FINRA-as-SRO issues
Consumer Federation of America: Smaller firms would bear the brunt of costs and broker/advisor confusion may only increase under the contemplated bill
June 4, 2012 at 8:28 PM
Bernie Clark and Skip Schweiss head to Washington next week to fight on behalf of RIAs in Bachus bill showdown
With FINRA threat looking real, the Schwab and TD Ameritrade executives are urging letters and Tweets
June 1, 2012 at 4:13 AM
Non-partisan watchdog group writes a scathing letter about FINRA
POGO, which uncovered the Pentagon's famed $7,500 coffee maker, says the would-be SRO is basically rife with conflicts of interest
May 31, 2012 at 5:32 AM
Why FINRA's power grab for RIAs needs to be stopped to avert the death of the profession, Part 1
Looking back from the year 2025, the author recounts how FINRA seized regulatory control and crushed the life out the once-thriving RIA channel
May 30, 2012 at 4:37 AM
FINRA comes up with cost projections for its SRO and the CFP Board blasts them
FINRA is still angry that Boston Consulting Group did not consult them and says they created numbers "out of thin air"
May 14, 2012 at 3:59 AM
FINRA attacks Boston Consulting Group over SRO study
BCG sticks to its guns saying that the double-dip cost of SEC oversight makes any FINRA numbers moot
December 16, 2011 at 7:05 AM
Charles Goldman to leave Fidelity
Overseer of Fidelity's RIA custody, broker clearing and family office units sets a departure date
January 26, 2010 at 11:21 PM
What You May Have Missed: A broker leaves UBS and loops in executive talent for his RIA
Not satisfied to be a mom-and-pop, wirehouse breakaway hires Boston Consulting Group talent out of the gate
