Articles tagged "Ryan Shanks"
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Scrutinizing -- and celebrating -- Schwab's plan to build 150 branches, at $1 million per throw, and people them with thousands of home-grown advisor talents
The renaissance involves minting advisors as Schwab's retail chief Teri Kallsen offers up a bold vision of bigger, better branches
September 16, 2015 at 6:49 PM
The odd case of MetLife's claim that it's being bullied by LPL
The $60 billion market-cap insurer alleges LPL was underhanded in luring away 60 employees -- but thousands have already left its broker-dealer without LPL's help
August 18, 2015 at 5:07 PM
Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel
Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads
December 9, 2014 at 9:34 PM
How LPL used its RIA love and long OSJ leash to lure Wells Fargo's $550-million FiNet team in Louisiana
The giant IBD showed its RIA side and its ability to oversee the launching of an OSJ model
November 19, 2014 at 10:48 PM
The backstory of how a Merrill UHNW team found love in the time of U-5 -- but not with an RIA
Recruiters are still a little baffled as to why the $2.5-billion firm skipped a chance to go independent with a 'compelling story' but chose the comfort of the familiar business model -- and an office of their own
October 23, 2014 at 6:53 PM
Ryan Marcus leaves RBC Advisor Services as clients and recruiters openly speculate that his drive was mismatched with his giant employer's bankerly ways
Despite a string of high-profile departures, RBC's US brokerage subsidiary is determined to keep a hand in the RIA custody business
August 6, 2014 at 12:38 PM
Dan Sontag surfaces as new cog in Focus Financial machine for taking down wirehouse advisors
After laying low for five years, the passed-over Merrill heir apparent will help advise Chis Dupuy in budding 'Connections' program
July 31, 2014 at 6:17 PM
The perplexing case of Wells Fargo's non-wirehouse advisors: A blueprint for Merrill, UBS and Morgan or a cheap lesson in what not to do
The good news is that FiNet is the fastest growing channel at Wells Fargo; the bad news is that its brand and compliance can be hindrances
July 29, 2014 at 9:14 PM
How Steve Foldes merged his $600-million RIA with mentor (and former advisor) Harold Evensky creating a $1.5 billion Florida behemoth
The former sandal magnate got rich at 35, became an Evensky client, a rival and now a partner
June 19, 2014 at 4:34 PM
INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15
June 9, 2014 at 3:45 AM
Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent
April 21, 2014 at 3:36 AM
Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title
The prize is Tom Valverde who Pershing replaces with Ben Harrison
April 17, 2014 at 3:20 PM
What Derek Bruton's replacement may say about the departure that still has people shocked
Bill Morrissey is known to grind out quantifiable results
April 14, 2014 at 6:52 PM
What is the story with Derek Bruton's sudden LPL departure?
The powerful veteran seemed to be in the prime of his career and rising with a long track record of goodwill
April 6, 2014 at 5:23 PM
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
