Articles tagged "Argos"
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Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management
November 1, 2013 at 4:50 PM
One special GenSpring spin-away (the old chief's new venture) is thriving as a $1.6-billion RIA and using a retrofitted stock broker's trick
Miami's Mel Lagomasino, former CEO of J.P. Morgan Private Bank, (and GenSpring) will be a family office that eschews asset-based fees, discretionary assets, commissions and even -- going forward -- its international emphasis
July 7, 2013 at 9:38 PM
How being a $19-billion family office roll-up owned by a bank finally caught up with GenSpring
A fizzled management buyout of the Palm Beach RIA by Maria ("Mel") Elena Lagomasino and other managers preceded the executive exodus, sources say
October 18, 2012 at 5:50 AM
Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed
August 9, 2012 at 5:28 AM
A $6-billion multifamily office highlights its home-cooking approach to picking boutique managers with a star hire
TAG Associates, founded to manage big assets of a Warner Communications billionaire in 1983, is growing locomotive style by eschewing most outsourcing
August 5, 2012 at 9:44 PM
Pershing is working to create a better alternative assets experience
The Jersey City RIA custodian believes a defined list of criteria gives it an edge
