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Alethia Bapis Chatzis, The Bapis Group/HighTower Advisors
Commenting on The $14 Trillion Woman
By Barbara A. Kay & Anthony J. DiLeonardi
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Investment Advisor, Aug 1, 2009
It's the fact that the firm is multi-custodian and multi-clearing. It's the fact that its backers include some of the smartest people in the business. It's the fact that there's money upfront to move and an equity stake that should grow in value. It's the fact that the management team and back office made the transition so easy and transparent to clients. It's the fact that the big Wall Street brokerage houses have lost the cachet that once embraced brokers and enticed clients.