by NEIRG NEWS | Dec 2, 2019 | Latest Press
The success of the Schwab – TD Ameritrade deal will likely lie in how well their integration process is executed, according to industry stakeholders. Principal Brian Pirri spoke with Financial Advisor IQ about the firm’s custodial relationships and the... 
by NEIRG NEWS | Nov 26, 2019 | Latest Press
Following the announcement of the $26B Schwab and TD Ameritrade deal, Schwab CFO Peter Crawford noted that the need for RIAs to have multiple custodians is ‘a little bit overstated.’ President and Founder Nick Giacoumakis shared his perspective with... 
by NEIRG NEWS | Nov 22, 2019 | Latest Press
When welcoming a new client to your practice, it’s important to set expectations from day one. Principal Brian Pirri discusses our firm strategy for client engagement with Investor’s Business Daily, parceling out information over four-six meetings during the first... 
by NEIRG NEWS | Nov 22, 2019 | Latest Press
In response to talk of progress on the U.S.-China trade front, Nick Giacoumakis spoke with MarketWatch, noting that “the markets are getting accustomed to nothing happening.” He also points to the early “Santa Claus rally” in the market in...
