Articles tagged "Tiburon CEO Summit"
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One year after Alex Chalekian tweeted, Chip Roame still searching for a Tiburon Summit date to showcase his new, improved 'inclusive' conference
Roame cancelled the Oct. 12-14 event late last week and will make another run at a live conference this coming April in New York City.
September 28, 2020 at 8:27 PM
A woman who survived Wall Street's 'liquid lunches' and 'boom, boom rooms' of the 1970s and 1980s weighs in on the Ken Fisher sexism fracas
Maria Marsala is surprised, concerned and ultimately hopeful that the #MeToo movement will finally allow women to thrive in finance
March 5, 2020 at 8:24 PM
How Ken Fisher's 'girl's pants' remarks set off an RIA-led tweet firestorm that became a slow-burn PR disaster that remains uncontained
The Fisher Investments CEO finally admitted guilt on his third or fourth attempt after trying to blame the messenger, Alex Chalekian, while Chip Roame struggled with how to intervene and where to assign blame.
October 14, 2019 at 2:29 AM
Raj Udeshi invokes 'Theranos' fraud in testy exchanges over data collection with Envestnet's Bill Crager and Jud Bergman at Tiburon CEO Summit
HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?
April 9, 2019 at 2:29 AM
Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two
The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel
October 12, 2016 at 10:44 PM
Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in
Nicholas Schorsch and his CEO may have differed on the way forward as Cetera's inorganic growth runs full tilt
May 14, 2014 at 4:54 AM
Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life
The Fidelity and Schwab veteran is criss-crossing the country as managing principal rather than part-time coach
April 10, 2014 at 3:27 AM
Chip takes a 90-minute rip at wealth management at the Tiburon CEO Summit
The event's name oozes self-importance until Roame takes the stage and blasts everybody, himself included
October 9, 2013 at 6:43 PM
From a Wall Street perch, Chip Roame imparts wry skepticism anaerobically at Tiburon CEO Summit of 2013, spring edition
The independent channel is booming -- but objects in the mirror may still be in front of you, the Tiburon guru warns
April 10, 2013 at 4:51 AM
A look inside Schwab's second big deal with a small asset manager
Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.
October 17, 2012 at 3:07 PM
How RIA industry execs took on the ultimate teamwork challenge: Conquering the highest summit in the lower 48
Training regimens for the group -- including a Green Beret and a Gulf War veteran -- ranged from crossing the Brooklyn Bridge to Google searches for portable bottles of oxygen
July 12, 2012 at 3:35 PM
8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie
April 18, 2012 at 5:58 AM
Tiburon Strategic Advisors signs on ex-IBD CEO and ex-Moss Adams consultant as it strives to meet rising demand
Matt Lynch is coming aboard with Chip Roame as a principal after heading up Capital Analysts for the past five years
March 22, 2012 at 4:03 AM
10 things worth knowing from yesterday's Tiburon CEO Summit
Chip Roame sugarcoats nothing and it keeps 150-plus top execs on the edge of their seats
