Articles tagged "McLean Asset Management"
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Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago
November 7, 2013 at 7:02 PM
Could inStream be the Next Big Thing in RIA technology?
Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation
January 7, 2013 at 4:20 AM
How McLean Asset Management is adding practices without making acquisitions
The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing