The Top Wealth Managers 2012 Profiles: No. 6—Gresham Partners LLC
By Marlene Y. SatterAt No. 6 on the list of Top Wealth Managers: Gresham Partners, a long-haul organization.
September 06, 2012
United Capital Adds Sanders as New Atlanta-Based DivisionIn joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.
September 06, 2012
Palaveev Forms Team-Based Consulting Firm for AdvisorsThe Ensemble Practice will focus on what Philip Palaveev says are the building blocks of the future of the industrysmall ensemble practices looking to build businesses.
September 05, 2012
Kicking SEC’s Fiduciary Efforts Back Into GearBarbara Roper of the CFA and others discussed ways to get the SEC to move forward on proposing a fiduciary rule on a conference call Wednesday.
September 04, 2012
TDAI Names Dario Managing Director of Product ManagementIn this role, Jim Dario will lead the strategy for product development across core advisor offerings including technology, practice management and wealth management solutions, according to the company.
September 04, 2012
NAPFA Elects Lauren Locker to Replace Ron Rhoades as ChairLocker, who founded her own New Jersey-based firm in 1992, is a CFP and has served on NAPFAs National Board for the past two years.
August 31, 2012
RIA Affiliate of LPL Adds 45 Advisors in Q2Independent Financial Partners now has close to 500 advisors, including new independent reps from Wells Fargo, Morgan Stanley and other firms.
August 23, 2012
Custodians Offer More Trust Services to BDs and RIAsEnhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.