Lisa Shidler

Good for him!  This is the direction financial advice is headed, though I'd have recommended he stay focused on the B2C path a bit longer.  Getting the product right for the consumer is a different animal than crafting a platform for advisors.  But kudos to Mr. Bullis for recognizing the opportunity and ramping to a decent level - and pulling in further investment to move his vision forward.

How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

Mariner Wealth Advisors

Ron Bullis

Lifeworks

Marty Bicknell

<p>There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.</p>
<p>In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.</p>

Breakaway Stories

The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will  morph it for B2B RIA use

How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

Brian Patrick Murphy

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June 29, 2024 at 3:00 AM

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How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

Brian Patrick Murphy

Related Moves

June 29, 2024 at 3:00 AM

RIABiz Directory

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