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Articles tagged "Pepin Consulting"


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Jim Pavia is the latest in a swath of new hires intended to bolster the content of CNBC's business news network's digital presence.
July 18, 2013 at 2:19 AM

At the Red Rocks resort this week, Denver lay at the feet of the 100 advisors who subscribe to active managing of portfolios.

RIAs who trade very much seek to know more at a mile-high NAAIM Conference

The 24-year-old group makes its first dedicated market hire and continues to demand respect

May 2, 2013 at 8:11 PM

Leo Kelly: I broached the subject and said I'd really like for us to work together some day.

This RIA recruited the Morgan Stanley manager who almost recruited him ...

... right after he grabbed a Fortigent CIO-type and hotshot Merrill advisor

February 28, 2013 at 3:50 PM

Kelli Cruz: There's a lot of: What am I going to be when I grow up?

Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture

The departures mark some big changes at IN away from consulting to advisors

January 16, 2013 at 5:11 AM

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