Articles tagged "MarketCounsel"
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Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein
MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme
August 28, 2014 at 5:48 AM
Ryan Marcus leaves RBC Advisor Services as clients and recruiters openly speculate that his drive was mismatched with his giant employer's bankerly ways
Despite a string of high-profile departures, RBC's US brokerage subsidiary is determined to keep a hand in the RIA custody business
August 6, 2014 at 12:38 PM
How Merrill Lynch Clear looks so impressively RIA-like and what shows how deceptive looks can be
The big iPad-laced and rhetoric-laced wirehouse initiative toward goals-based investing may have selling insurance as its primary goal
June 18, 2014 at 5:54 PM
How Brian Hamburger won speaking commitments from Mark Cuban, Sallie Krawcheck and Eliot Spitzer without throwing money at the challenge
The MarketCounsel chief would make Dale Carnegie proud with an old-fashioned approach that proved refreshing to the woo-ees
June 12, 2014 at 5:47 AM
Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport
May 16, 2014 at 9:05 PM
Loving Merrill but leaving Merrill, two 38-year olds and an 'old guy' take $700 million of assets to an RIA citing the model's better mousetrap
The three advisors found they had less and less in common with other Merrill advisors in the Portland, Ore. office
March 4, 2014 at 8:30 PM
A 32-year-old Kansas advisor -- at all upheaval costs -- followed his mentor to Mariner Wealth Advisors
Losing clients and leaving money on the table are risks that more young advisors are willing to take, especially with social media as a viable workaround to the non-solicitation straitjacket
February 27, 2014 at 6:21 PM
Schwab wins $350-million Philly RIA from Wells Fargo Profit-Formula program with Dynasty Financial's help
The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch
February 20, 2014 at 8:02 PM
How heavy the lifting was to get a $1-billion wirehouse team to independence in 2014 after a de facto false start in 2007
Kneen and Clayton were still on Windows 2003 version at UBS, a metaphor for why they have moved to Focus Financial and Tamarac software
February 7, 2014 at 6:20 PM
RIABiz barges into the webinar business by getting to the crux of the RIA matter
The live discussion will explore why 2014, for many reasons, has never been a better, easier, more secure time to jump into the only model with real growth
January 10, 2014 at 8:49 PM
How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets
A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether
January 3, 2014 at 5:49 AM
LPL Financial gets beyond the halfway-house model to compete with Schwab, Fidelity for advisors that are wholly RIAs
The big broker-dealer is making moves that do not discriminate against, may in fact favor, pure RIAs, but hybrid habits die hard, skeptics say
December 17, 2013 at 9:55 PM
How Barney Frank and Chris Dodd surprised me after I got them aside for one-on-one chats
The namesakes for Dodd-Frank invest personally through Morgan Stanley and Merrill Lynch and seem to be oblivious about why that may not be in their best interests -- though I tried to explain it to Barney Frank
December 17, 2013 at 7:27 PM
The 2013 MarketCounsel Summit is heavy on future shock
A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg
December 16, 2013 at 7:44 AM
MarketCounsel kicks off with Brian Hamburger grilling his execs on stage (LIVE from the Four Seasons in Las Vegas)
A few alarms are sounded about a tougher, maybe SEC, rumbling about the end of the Broker Protocol,
