Former LPL marketing executive lands at First Allied

Adviser marketing expert Fox-Foley to focus on getting out the IBD's 'secret.'
JUN 07, 2013
LPL Financial LLC's former top adviser marketing executive, Marissa Fox-Foley, has landed at independent broker-dealer First Allied Securities Inc., where she will lead all marketing and communications. Best known for enhancing LPL's adviser marketing platform, Marketing Gateway, Ms. Fox-Foley will develop the First Allied Securities brand as well as expand the practice management tools and marketing platform available to its financial advisers. “First Allied is one of the industry's best-kept secrets,” Ms. Fox-Foley said. “One of my key goals is to help let that secret out.” Ms. Fox-Foley also will build out the digital-media strategy of the firm and expand its presence on social-media sites. First Allied makes some social-media tools available to its advisers already, but more are on the way, she said. Ms. Fox-Foley left LPL at the end of the 2012.

Latest News

Why the off-channel comms problem is far from solved
Why the off-channel comms problem is far from solved

Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."

FINRA penalizes another broker dealer for social media miscues
FINRA penalizes another broker dealer for social media miscues

FINRA has been focused on firms and their use of social media for several years.

Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney
Advisor moves: LPL recruits Merrill alum, Raymond James adds defectors from Edward Jones and Janney

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

Cantor Fitzgerald to acquire hedge fund unit from UBS
Cantor Fitzgerald to acquire hedge fund unit from UBS

The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.

Navigating life’s big transitions for women clients
Navigating life’s big transitions for women clients

Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.