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Articles tagged "FiComm Partners"


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Ken Fisher course corrected but did not flinch after 2019 uproar.
August 4, 2021 at 4:39 AM

Jason Lahita: I slowly made myself expendable.

Jason Lahita explains what it means to be true to yourself by stepping aside from FiComm, his booming pr and marketing firm, to rediscover his true passion

Perhaps the best-known RIA PR person out there, Jason Lahita built a firm that grew too big to allow him to do what he loved best--getting in the trenches and crafting campaigns.

September 13, 2018 at 9:12 PM

Joe Duran: The majority of the people in the industry are the walking dead, and they don’t even know it.

Power Player: Joe Duran powers beyond old 'roll-up' labels even as his United Capital roll-up shifts into a higher gear

In America few second acts surpass the first but the United Capital CEO is on at least his third act -- and he's a native African

August 21, 2017 at 10:48 PM

Anthony Scaramucci: Every dentist in America can have a $25,000 to $50,000 hedge fund portfolio, run by the best and brightest hedge fund managers in the world.

The art of the leveraged deal: Borrowing against the patience of a Chinese buyer, 41,000 FAs and the White House ethics office, Scaramucci scores 10 days of fame and runway to do more deals

Hedging his bets, 'the Mooch' took out Priebus and stayed 'on track' to sell his SkyBridge stake to the Chinese at an above-market valuation

August 1, 2017 at 11:41 PM

Anthony Scaramucci: I believe that you have to subordinate yourself to the greater good of the team.

Anthony Scaramucci tweets his way to Donald Trump's side after flaming out of investment business

After jumping into the fray to defend Donald Jr. on Twitter, 'the Mooch' -- once (maybe twice) fired as a Goldman Sachs broker -- will craft communications for Donald Trump as financial and legal smoke threatens to burst into flame

July 21, 2017 at 11:45 PM

Lobbying took on a new meaning at the Fontainebleau this week at the MarketCounsel Summit.

MarketCounsel Summit 2016 -- the theme is when the boss calls, you go

The Fontainebleau glitters, but not with newly minted Trumpsters, as Summit chief Brian Hamburger got more than he bargained for with the conference's theme of 'change'

December 9, 2016 at 4:41 PM

Christopher Norton: By working with the advisor and not the institution directly, the clients may perceive that they are protected from the shenanigans.

FiNet welcomes six wirehouse defectors at the apex of a withering Wells Fargo bank scandal that 'has legs'

Wells Fargo Advisors and FiNet ADVs warn of some cross-selling as RIAs eye Wells Fargo to see if the only wirehouse attempt to support independents will succeed, fail or end in confusion

September 29, 2016 at 7:15 PM

Bill Harris: We don't consider the robos our competition.

How Personal Capital plans to spend its $75 million of green to grow and become better known as the un-robo robo

Using the Denver locale as lure, the Silicon Valley RIA will bulk up on advisors, engineers and marketers

May 24, 2016 at 12:32 AM

Laura Pierson: I'm anticipating some of our loyal clients may question us about this choice. It's bold and unconventional.

Monica Lewinsky is giving a keynote at Ron Carson's Peak conference

The ex-intern's message about cyberbullying, public shaming and personal branding is one advisors need to hear, according to Carson and industry advisors

August 13, 2015 at 6:01 PM

F. Siddley Barth: I apologize on behalf of Wall Street and hope we can smooth things over.

Hiring 'ringer', Big Four wirehouses launch joint RIA custody unit to stem breakaway broker tide as its leader delivers a reluctant 'sorry' for the 2008 financial debacle

Out of retirement, F. Siddley Barth takes reins of 'dark' effort that will gain light at upcoming Tiburon CEO Summit

April 1, 2015 at 3:30 PM

Bob Reynolds: Empower was clearly the one the first time we heard it.

The second-largest 401(k) provider drops 'Great-West' for 'Empower'

The name chosen for the second-largest retirement firm hits a mark but may face the challenge of seeming jargony

October 30, 2014 at 6:44 PM

Bob Reynolds: We're going to run the businesses together as one company.

Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele

The chief executive also sees upside opportunities in bringing all three divisions under one banner

September 9, 2014 at 5:33 PM

Megan Carpenter: Custodian brands are not like McDonald's or Burger King.

Fidelity and TD Ameritrade show new teeth in RIA advertising -- albeit with giraffes, and children on summer porches

On the heels of Schwab's 'owning it' campaign, Fidelity aims to catch (and repaper) RIAs and TD goes for the soft belly of the industry

August 28, 2013 at 7:36 PM

Walter Bettinger: There was a period late yesterday in which wait times were excessive.

Schwab CEO issues 'sincere' apology, reassures on data security and calls attacks a 'fact of life' after website goes down

Walt Bettinger also declares mea culpa surrounding long wait times for telephone service late on Tuesday

April 25, 2013 at 3:08 AM

Jason Lahita: This was scarier than anything I'd ever experienced, and made the 'difficulty' of the decision seem laughable.

How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story

Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

February 18, 2013 at 8:36 PM

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