News, Comment & Analysis results for Fortigent

New Products
25 September 2013

Fortigent Combines Outsourced Wealth Management Solutions Into Single Platform

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Strategy
5 February 2013

Fortigent Partners With Alternative Investment Manager To Widen Offering

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Technology
8 October 2012

Fortigent Enhances Technology Platform For HNW Clients

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Strategy
26 September 2012

LPL Expands Model Wealth Portfolios Platform With Fortigent Offerings

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People Moves
11 September 2012

New Director Of Investments Joins Abbot Downing

Wells Fargo has named former Fortigent chief investment officer Nathan Sonnenberg as director of...

People Moves
11 September 2012

Wells Fargo's UHNW Business Recruits Former Fortigent Investment Head

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M and A
24 April 2012

LPL Confirms Close Of Fortigent Deal

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People Moves
19 April 2012

LPL Reshuffles Senior Management, Creates New Subsidiary

LPL Financial, a subsidiary of LPL Investment Holdings, which recently acquired the high-end...

People Moves
12 April 2012

Virginia-Based Bank Ramps Up Wealth Unit With Fortigent Hire

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M and A
22 February 2012

US Interview: Casady Outlines LPL’s Plans For Fortigent

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Comment & Analysis results for Fortigent

Strategy
24 July 2012

Exclusive: Steve Lockshin On Advizent, The New RIA Marketing Consortium

Steve Lockshin, chairman of Convergent Wealth Advisors and founder of outsourcing powerhouse...

M and A
21 February 2012

Exclusive: Casady Outlines LPL’s Plans For Fortigent

LPL Investment Holdings is prepared to pour money into Fortigent - even if it means forgoing...

M and A
17 February 2012

LPL Deal Won’t Change Fortigent Team Or Focus, Putterman Tells Clients

Fortigent’s top management isn’t going anywhere as a result of its impending acquisition by...

Strategy
8 December 2010

Indie Advisors To Wealthy On The Rise

The trend of advisors breaking away from big firms and going independent continues to gather steam...

White Papers
23 March 2010

Rethinking Risk And Diversification

Fortigent's Scott Welch looks at some of the academic and workplace approaches to portfolio...