Articles tagged "Jeff Roush"
Headline
Publish date
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 Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.
June 25, 2013 at 9:51 PM
Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients
Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot
May 31, 2013 at 8:01 PM
How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host
WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts
April 4, 2013 at 7:02 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
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
Smelling blood on Wall Street, genteel family offices are using the 'S' word, study shows
A sales culture is being driven by competitve pressures and opportunities for fresh assets that are too tempting to pass up
October 4, 2011 at 3:07 PM
Family Office Exchange is betting that RIAs and the ultra-affluent can't get enough of each other
FOX sees niche as big RIAs fill fiduciary void, banks lose their hegemony and the economy mints more ultra-affluent investors
May 31, 2011 at 1:38 PM
Eavesdropping on the Moss Adams workshop: How big and broadly owned your firm should be
A study shows some myth-busting common denominators among successful firms
November 22, 2010 at 6:13 AM
RIAs are rushing to take advantage of a fire sale on talent
Putting great people and the RIA business model together holds tremendous promise, analysts say
