Thomas D. Giachetti

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Advisors who are looking to move wirehouses frequently ask me where they can find information to help them make the right decision. If you’re an advisor who is thinking about going independent by joining a registered broker-dealer, becoming a registered investment advisor or you’re looking to start your own firm, there are a lot of factors that go into making this decision which require careful thought and consideration. Advisor In Transition has set up an…
I was pleased when I read that Stark & Stark client CMG Capital was named by Bloomberg Markets Magazine as one of the best-performing hedge funds in their January 2006 cover story, Hedge Fund Hotshots. CMG Capital was ranked as the 4th best performing fixed income hedge fund based on it 14.4% 3-year return. Congratulations Steve and the rest of the CMG team. Technorati Tags: : :
Since its debut 18 months ago, Schwab Institutional’s Advisor Transition Support has exceeded $10 billion in total assets under management of independent investment advisors who have indicated an interest in selling their businesses. Schwab Advisor Transition Support offers a suite of services to help independent advisors plan their mergers, acquisitions and internal succession. Earlier this month, Schwab Institutional concluded its sold-out workshop series on transition planning that began in January. Schwab Institutional hosted these workshops,…