Articles tagged "Jon Jones"
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Reed Colley reports $20-billion AUA RIA win -- a legacy Envestnet-Tamarac shop -- as proof point Summit Wealth software is ascendant
The San Francisco-based Black Diamond founder has Summit Wealth playing hardball among elite RIAs with Brighton Jones as pioneer.
January 12, 2024 at 3:23 AM
How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story
Jon Jones took a year off to hike 35 countries with four kids but a vendor really made his patience run thin
October 7, 2014 at 11:52 PM
How I'm doing after my advisor left Schwab Private Client to join a $2 billion RIA
I pay a higher fee, visit a higher-rise building and may end up with a new level of advice
April 1, 2013 at 5:24 AM
Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in
Brighton Jones is getting marketing religion despite needing very little to get to its current size in 12 years
April 9, 2012 at 5:48 AM
Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative
The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'
