Articles tagged "Ryan Shanks"
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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
February 4, 2014 at 3:00 PM
AIG puts its once-tarnished brand on a small band of obscure insurance brokers -- perhaps testing the waters for Royal Alliance and friends
The insurance giant isn't ruling out whiting out the motley brands of Royal Alliance, FSC, SagePoint and Woodbury
January 16, 2014 at 10:03 PM
Ruth Papazian bursts back on the scene to jolt H.D. Vest out of its accountancy coma
The ex-LPL marketing czar lands at the Dallas firm as marketing and recruiting chief tasked with losing the 'stale' marketing and replenishing an army of low-producing advisors
