Articles tagged "First Allied"
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Adam Antoniades names Matt McGinness as his replacement as CEO of First Allied's $4-billion RIA-TAMP to launch new business line
Long an RIA researcher at Cerulli and LPL, McGinness makes a big leap to turn the company's internal corporate RIA into an outward-facing TAMP
March 11, 2014 at 1:23 AM
Nicholas Schorsch explains why buying Cetera makes him a white-hat magnate in a black-hat world
The RCS chairman says the whole purpose of buying IBDs is to diversify away from product sales
February 4, 2014 at 3:00 PM
What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser
Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales
January 17, 2014 at 8:41 PM
The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital
January 2, 2013 at 5:40 PM
Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan
Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential
October 10, 2012 at 3:39 AM
Why exactly private equity firms are dumping money into IBDs at a time when many are going bust
Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios
September 2, 2011 at 1:51 AM
Private equity firm acquires First Allied
Lovell Minnick buys the San Diego IBD from Advanced Equities
August 22, 2011 at 2:56 PM
First Allied builds a bridge to potential Securities America defectors
San Diego IBD hires a talent in the Northeast from the embattled Omaha-based IBD
April 13, 2011 at 2:54 PM
First Allied pushes the advisory envelope with hire of LPL executive
Yanni Bousnakis will help Matt McGinness fashion a way for advisors to manage on a discretionary basis at the IBD
March 31, 2011 at 2:14 PM
First Allied, LPL aim to sell customized 401(k) plans for the small business market
Adam Antoniades sees 'giant asset-gathering mechanism' building from investments in ERISA talent
December 15, 2010 at 2:53 PM
(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial
October 1, 2010 at 4:09 AM
Former LPL execs reunite to compete for big hybrid RIAs -- this time with a smaller IBD
Matt McGinness joins Reynolds-Hale at First Allied and the two men plan to move quickly to execute plans
June 18, 2010 at 5:19 AM
Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]
Capital Analysts and First Allied see true melding of hybrid assets at Pershing
