Fundsters, if you want to get more bang for your buck dealing with platforms, reach out to Kevin Keefe, the recently hired president of the San Diego-based First Allied Securities
, a full-service independent with over 1,000 reps and $20 billion in client assets.
The distribution veteran, with over 25-years in the industry, was previously executive vice president at AIG Advisor Group
, where he was also CEO of Corporate RIA, running a $45 billion AUM, roughly $450 million revenue investment advisory business.
He has also done stints as a consultant at Neil Bathon's FUSE Research Network
; a senior vice president at LPL
, and was a senior vice president at BISYS
Keefe has also worked at MutualFunds.com, where he was a vice president and director of analytics; at Fidelity Investments
, where he served as a director of product development and as an assistant vice president of product development at New England Financial
was acquired by RCS Capital Corp. (RCAP), just a day after RCAP announced
it was buying the alts boutique Hatteras
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