United Capital Acquires Vantage Point
By Staff WriterRIA United Capital Financial Advisers announced that Vantage Point Advisors has become the newest addition to the firm’s national expansion plans.
March 21, 2011
Adviser Investments, Kobren Insight Management MergeTwo RIA firms share ‘philosophy’ and cite ‘depth’ and ‘scale’ as catalysts in forming $2 billion AUM fiduciary powerhouse.
March 16, 2011
Palmer Square Hires JPMorgan Trading Head, and Founder's Wife, as CIOAngie Knighton Long will join her husband, who's the founder, at the Kansas-based capital management firm.
March 14, 2011
Categorizing Your Advisory Firm Client Base to Replicate Your Best Clients: A How-ToTaking a quantitative approach to determining how much revenue--direct and from referrals--are derived from each client, so you can start working on replicating the best clients.
March 11, 2011
Bob Pozen Discusses His New Book, ‘The Fund Industry’: Weekend InterviewBob Pozen, MFS chairman emeritus and former Fidelity vice chairman, has co-authored 'The Fund Industry,' a book that stands to become the mutual fund industry’s bible.
March 09, 2011
Schwab Publishes ‘Select List’ to Help Investors Pick ETFsSchwab has released a new 'ETF Select List,' designed to help retail investors break through the thicket of ETFs that have sprung up and find suitable low-cost funds.
March 09, 2011
Peter Schiff’s Euro Pacific Capital Moves to National Financial ServicesEuro Pacific Capital recently announced it is leaving Pershing LLC’s platform and will clear and custody its assets with Fidelity-owned National Financial Services, according to CEO Peter Schiff.
March 07, 2011
Over Half of Advisors Are Now Fee-Based: CerulliAdvisors continue marching toward a fee-based business model.