RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

Author Lisa Shidler June 2, 2016 at 6:39 PM
1 Comment
no description available
Bill Winterberg: My attorney, Robert Graziano, has documentation for the numbers, revenue and expenses for all three years of T3 Enterprise.

Conferences

|

Technology


J.L.Livermore

J.L.Livermore

June 2, 2016 — 7:43 PM

Lisa,

Wow! I haven’t had so much fun since the days of Joel and Andrew duking it out over technology turf! But this is amazing in so many ways. To Tim Welsh’s comment ““It remains to be seen whether this will actually hurt the T3 brand or not” I don’t see how it won’t. Regarding “while anyone running a conference is entitled to earn a profit… it may be awkward for T3 to solicit sponsorship… now that it’s been revealed… a $458,000 profit” all I have to say is I had heard that trade-shows were very profitable events but this is quite a take. It seems to me that settling via arbitration would have saved both gentlemen a lot of grief, embarrassment and likely a significant loss of revenue and both public and private sponsorship.

JLL


Related Moves

May 16, 2024 at 1:56 AM

Adam Birenbaum's calls 'Colony' deal -- to create $100-billion super-RIA -- a 'mandate,' but it's also likely a 'prelude' to larger strategic objective, M&A expert says

The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships

May 7, 2024 at 5:04 AM

Alan Moore can't catch a break; AdvicePay CEO exits after seven months, adding job he hoped to escape back on top of XYPN role; search on for new AdvicePay president

The job will be step below CEO, and new hire must have affinity for both touchy-feely culture and aggressive growth in Montana's wide open expanses

March 9, 2024 at 2:58 AM

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM

See more related moves

Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.