Articles tagged "Valerie Brown"
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Why Valerie Brown is doing 19-whistlestop tour with her new CEO to sell -- ironically -- deep price cuts and a TAMP-for-millennials
The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers
January 11, 2017 at 2:26 AM
Valerie Brown finds her CEO in UBS ex-prez Jamie Price off the obvious radar screen
In search effort the Advisor Group executive chair looked past kiss of death on the Price résumé and saw the digression off the corporate path as a positive
November 16, 2016 at 12:17 AM
Valerie Brown re-poaches Cetera's Susan Theder cueing up AIG female trifecta
The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors
February 25, 2016 at 8:46 PM
Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly
The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor
January 26, 2016 at 8:47 PM
Sources: Lightyear Capital is set to snap up AIG -- and perhaps install Valerie Brown as its leader
Heads of SagePoint, FSC, Royal Alliance and Woodbury are in New York, perhaps hashing out details of their new life under Donald Marron's private equity unit
December 16, 2015 at 2:28 AM
As a second woman executive exits Cetera, a third one gets a bigger title
Allison Couch heads back to AIG and Erinn Ford gets a presidency on the heels of Valerie Brown's departure
May 20, 2014 at 8:08 PM
Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in
Nicholas Schorsch and his CEO may have differed on the way forward as Cetera's inorganic growth runs full tilt
May 14, 2014 at 4:54 AM
Nicholas Schorsch invites 500 reps to NYC to kick off a 25-city barnstorming tour aimed at easing fears
A blizzard of conference calls with the RCS chairman have only had a band-aid effect so the more personal assault is on
January 29, 2014 at 2:36 PM
Making sense of Steve Dunlap stepping into Barnaby Grist's 'big shoes' as Cetera's RIA czar
The Lockwood, Pershing and Schwab alumnus with a products and PM background is tasked with leading strategic development and expansion of Cetera’s RIA unit
June 28, 2013 at 12:59 PM
In the wake of an unusual HR event, Cetera is seeking its new Barnaby Grist
Donald Marron has worked to bring class to the IBD business ands Grist captured that in human form
April 8, 2013 at 4:14 AM
Nine things I learned as an RIA infiltrator in an IBD world
Squeezed by low-interest rates and high costs, IBD execs at FSI's OneVoice were looking to the RIA model with a little bitterness
February 4, 2011 at 2:11 PM
Cetera lifts a high-end talent out of Pershing but can the IBD establish itself as a brand presence among advisors?
Susan Theder left a big job and she is moving cross-country; she'll try to make 'Cetera' stand for more than the old ING Advisor Network in a new wrapper, analyst says
July 1, 2010 at 5:28 AM
Jay Quinn joins Cetera subsidiary to help Barnaby Grist pave way for more hybrid RIAs
Two ex-Schwab executives unite in Los Angeles to upgrade old ING platform
