Jerry Gleeson

Senior Editor ,

Gleeson earned an M.B.A. from the Lubin School of Business at Pace University in 2006, and completed 180 hours of course work in the Certified Financial Planner program.

Posts by Jerry Gleeson

in RIA Rising Aug 29, 2012

Schwab Sees Online Trading Upgrade for Advisors in 3Q 2013

Plans to upgrade Web-based trading capabilities on Schwab Advisor Services’ platform are proceding slowly. The new system is being beta....More
in RIA Rising Aug 28, 2012

Bankruptcies Mar Disciplinary Records of Some CFPs

More than 60,000 individuals hold the CFP designation, a mark of financial savvy, but some still have trouble managing their own money....More
in RIA Rising Aug 23, 2012

Rhoades Says Florida Will Register His RIA; No Fine for Compliance Error

Former NAPFA board member Ron Rhoades said this afternoon that the state of Florida has accepted the registration of his RIA and issued the lowest....More
in RIA Rising Aug 23, 2012

FPA's Schadle to Succeed CEO Tuttle in October

It was just two months ago that Financial Planning Association President Paul Auslander was suggesting that the organization was ready for fresh....More
in RIA Rising Aug 21, 2012

Ron Rhoades Is Out as NAPFA Chair-elect

An embarrassing lapse over the timely registration of his RIA has led National Association of Personal Financial Advisors Chair-elect Ron Rhoades....More
in RIA Rising Aug 21, 2012

For this $1B Breakaway, Independence Was Not an Option

The latest advisory team to join national RIA HighTower managed $1 billion at their former firm, Credit Suisse, and considered starting their own....More
in RIA Rising Aug 10, 2012

Olympian Advisors Look Back on Lessons Learned

As the London Olympics wrap up, I’ve been talking with a few financial advisors this week who participated in the international games when....More
in RIA Rising Jul 31, 2012

Vanguard's Bogle to Lead Advizent's Standards Board

Jack Bogle, founder of The Vanguard Group and an advocate for a federal fiduciary standard, will lead an independent board that will set standards....More
in RIA Rising Jul 27, 2012

fi360's Biggest Tech Project has Schwab as a Client

Fiduciary education provider fi360 has completed what Chief Executive Blaine Aikin describes as its biggest technology project yet: a system that....More
in RIA Rising Jul 26, 2012

Schwab Sees Slower M&A in Second Quarter

RIA M&A fell off in the second quarter, Schwab Advisor Services said today....More
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