Articles written by Mia Diamond
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Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections
The Silicon Valley-based CEO seeks to change how RIAs invest by what they can track with a new API and a fresh $140 million of VC money to see it out
September 26, 2017 at 7:31 PM
Power Player: Joe Duran powers beyond old 'roll-up' labels even as his United Capital roll-up shifts into a higher gear
In America few second acts surpass the first but the United Capital CEO is on at least his third act -- and he's a native African
August 21, 2017 at 10:48 PM
How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce
Stein, 38, tightened reins at his NYC robo-advisor this year when the COO departed, stuffing more cash into a war chest and adding CFP-wielding humans to the mix at every turn
August 11, 2017 at 4:13 PM
Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price
Personal Capital has a leg-up in the mass production of classic RIA-to-high-net-worth services using technology, people and process, even if the brand elicits shrugs
July 31, 2017 at 11:46 PM
Power Player: Peter Mallouk hired 100 advisors in the past year to sop up referrals and fill 12 new brick-and-mortar branches
Creative Planning's chief got his firm to $26 billion of AUM without M&A or big breakaway brokers but Tony Robbins, who giveth, may present new challenges for the down-home Kansas firm
July 18, 2017 at 8:38 PM
Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA
One analyst calls Financial Engines' Personal Advisor a 'massive long-term opportunity' but the rollout is slow and details are scant
