Is Schwab Blocking Broker Breakaways?

Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

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Is Schwab Blocking Broker Breakaways?

CEO, Stephen Greco and Managing Director, David Tsow are quoted in this article regarding how Schwab handles former advisors and the companies who hire them.

Is Schwab Blocking Broker Breakaways? By Financial Planning 01-13-2020

Citywire RIA Future 50

Citywire RIA Future 50

CEO, Stephen Greco, is quoted in Citywire Magazine in their inaugural Future 50 report.

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Citywire RIA Future 50

CEO, Stephen Greco, is quoted in Citywire Magazine in their inaugural Future 50 report.

Click here to read the article.

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

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CityWire Magazine: Is the RIA industry morphing into the brokerage biz?

CEO, Stephen Greco, is quoted in Citywire Magazine on the topic of the RIA industry becoming too much like the brokerage business.

Click here to read the article.

Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

Stephen Greco, founder and Chief Executive Officer of Spotlight Asset Group was recently interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.

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Thrive Global: “Cut through the noise”, with Stephen Greco and Dr. Ely Weinschneider

Stephen Greco, founder and Chief Executive Officer of Spotlight Asset Group was recently interviewed by Thrive Global as part of their series on “How extremely busy executives make time to be great parents”.

Click here to read the article.

CityWire Magazine: Illinois RIA sets sights on $500m AUM after hiring spree

CityWire Magazine: Illinois RIA sets sights on $500m AUM after hiring spree

CEO Stephen Greco discusses Spotlight’s recent hiring spree in an interview with City Wire RIA Magazine on April 18th.

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CityWire Magazine: Illinois RIA sets sights on $500m AUM after hiring spree

CEO Stephen Greco discusses Spotlight’s recent hiring spree in an interview with City Wire RIA Magazine on April 18th.

Click here to read the article.

Interview with CityWire RIA Magazine: My Model Portfolio

Interview with CityWire RIA Magazine: My Model Portfolio

Our CEO Stephen Greco discusses Spotlight’s Investment Philosophy in an interview with City Wire RIA Magazine for their April 1st edition.

Click here to read the article.

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Interview with CityWire RIA Magazine: My Model Portfolio

Our CEO Stephen Greco discusses Spotlight’s Investment Philosophy in an interview with City Wire RIA Magazine for their April 1st edition. Click here to read the article.