Articles tagged "NFP"
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Abby Salameh joins LPL's largest branch office
John Hyland is hiring the veteran RIA business marketer after a long search
August 9, 2013 at 5:09 AM
What swayed me to the hybrid cause after an early indoctrination as a 'pure RIA' disciple
The notion that it's just a layover on the way to to a more exalted state of securities-license-dumping, fee-only purity should be reexamined
December 13, 2012 at 4:29 AM
How nature and nurture combine to encourage advisors to independence
You can lead a broker to an entrepreneurial opportunity, but the desire to take the plunge needs to come from deep within and maybe family experience
October 4, 2012 at 4:22 AM
National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model
The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house
July 18, 2012 at 4:01 AM
Christopher Street Financial's president becomes the 'Talk of the Town'
The New Yorker magazine article capped a banner week for the head of an advisory practice that caters to the gay community
April 30, 2012 at 4:15 AM
With Schwab [and maybe Fidelity] as custody partners, NFP is positioned to make a run at the hybrid market
If NFP IndeSuite catches on, the success could make up for some struggles on the roll-up side of the business
March 19, 2010 at 2:36 PM
Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs
Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings
February 11, 2010 at 6:47 AM
NFP found profitability but shed firms and office space last quarter
Big roll-up is using drastic measures to make ends meet
February 10, 2010 at 5:33 AM
VC firm bets millions on wealth managers amid market fears
United Capital will use funds to quickly double in size
