Big Midwestern RIA hires away a Fidelity exec to realize its $50 billion plan
Mariner Wealth Advisors has reached a critical size where professional management is called for
Elmer Rich III
There is good and growing research from the likes of University of Chicago business school and McKinsey consulting that the only factor in a businesses’ success is whether the firm is in a growing market or not.
Business processes, leadership/people, marketing, technology, etc. appear to matter little if a firm is sailing with the “winds” of demand or against them.
We find the best guidance we give our client is to avoid markets with no current demand and to hyper-focus on the parts of their business where clients are clamoring for services and products.
Often that is hard. Our own ideas, plans, wishes and certainties get in the way.
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TD Ameritrade's board suddenly pushes out Tim Hockey after his big misread of RIAs; Tom Bradley name-dropped as successor
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Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell
The Ensemble Practice LLC
Consulting Firm
Top Executive: Philip Palaveev
