Articles written by "Kelly O'Mara"

Kelly is the latest addition to the RIA Biz team, coming on board in the spring 2012 after working as a local news reporter for the last few years. She finds financial news more interesting that following small-town police cars around. Along with RIABiz, Kelly writes for a number of running, cycling and triathlon magazines.

Based in the San Francisco Bay Area, Kelly also spends a lot of time running, cycling, and racing triathlon. It's always nice weather in Marin County.

	Title	Date Published
	How U.S. Bank appeared on the scene as an RIA custodian and where it might find love Though the brand seems to scream out Generic Retail Bank, its Cincinnati RIA unit see room to wrest share from bigger, more faceless banks and the smaller brokerages	Tuesday 6.11.13
	One RIA's bid to make the technology that makes it possible to use one password Beverly Hills Wealth Management wants to eliminate the downside of open architecture	Wednesday 5.29.13
	Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble' The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem	Wednesday 5.15.13
	What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it? It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources	Wednesday 5.8.13
	Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share	Friday 5.3.13
	Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain? 'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything	Wednesday 5.1.13
	Why Financial Times is starting an online publication for financial advisors and what to make of it FA IQ, with REP. vet Sydney LeBlanc aboard, joins Ignites and FundFire in publishing for niches in the financial advisory business	Monday 4.22.13
	What RIABiz reporter Kelly O'Mara experienced running the Boston Marathon yesterday The bombs going off brought back childhood recollections of the 1996 Olympics in Atlanta	Tuesday 4.16.13
	How RIAs are forcing mutual fund wholesalers to lead or get out of the way Numbers of internal salespeople are fast on the rise as the old-model external forces hit a plateau, according to Ignites research	Tuesday 4.9.13
	How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts	Thursday 4.4.13
	Why exactly a $1-billion LPL advisor thinks he's the guy to buy and turn around the Phoenix Coyotes? Hockey lover Darin Pastor's plan revolves around making Glendale, Ariz. people happy -- and applying managerial smarts that produced serial business successes	Wednesday 4.3.13
	Wealthfront raises a cool $20 million from VCs to pursue a big slice of a $1 trillion market The Palo Alto fast-grower brought aboard a LinkedIn veteran who played a role in the 20-million- to 200-million-member jump; a VC tells how he 'leaned forward in his chair'	Friday 3.22.13
	TD, Schwab and Pershing RIA units embrace mini-option mania to hedge Google, Apple, ETFs Options have a gambling aura but some advisors find that the are quite the opposite when used with care	Wednesday 3.20.13
	A Microsoft alum stomps into the RIA business with $26 million in VC money, Sallie Krawcheck and a 'new' approach that looks old to skeptics The Motif plan is monetize ideas, but other firms say they've been there, done it -- and found tepid interest	Monday 3.11.13
	NerdWallet's lead generation website has 20 Bay area advisors in beta, MIT, Wharton, Brown and Stanford folks running things and a Silicon Valley confidence For Ask a Financial Advisor, the medium is the (video) message and the specializations include Lutherans	Tuesday 3.5.13
	How exactly a sports super agency plans to use Dynasty Financial to extend its dominance to the RIA business Octagon has 800 employees, Michael Phelps and the like as clients but it wealth management arm is not so major league, yet	Tuesday 2.26.13
	Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening	Monday 2.25.13
	The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm	Tuesday 2.19.13
	NestWise is starting to take shape and take flight under LPL's wing -- and from under Schwab's shadow The San Fran-based venture, headed by a former Schwabie, is pioneering technology, mass-affluent retainers and choice of labor pool, for starters	Wednesday 2.13.13
	How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management	Monday 2.11.13
	Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'	Monday 1.21.13
	LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings	Tuesday 1.15.13
	Market76's young Ivy League founder is threading a business-model needle and extending his mother's legacy Over 2,000 advisors were added in nine months and the free software is looking like it's worth more than what you pay for it	Tuesday 1.8.13
	The 19 ways private equity has juiced up the RIA business and how it's working out RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital	Wednesday 1.2.13
	LPL poaches top Dell exec to rewire outsourcing and head hundreds in new technology 'town' Victor Fetter is reporting directly to Mark Casady and will help hire 60 techies in the next 45 days	Friday 12.14.12
	Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price	Thursday 12.13.12
	A mini-Merrill springs up with its own broker-dealer and plans to grow Two former Merrill higher-ups brought aboard two teams of Merrill brokers -- and they're just getting started	Monday 12.3.12
	NFL Players Association raises the bar for financial advisors as more RIAs suit up to tackle the bottom lines of underserved sports stars Attention advisors hoping to become -- or remain -- NFLPA-certified: You need to get your bona fides in by this Friday	Thursday 11.29.12
	Addepar hits $50 billion of assets and turns its eyes to Advent-Black Diamond's plump RIA market With close to $12 million in revenue, a hotshot tech startup is looking to move into second phase of development: Attracting RIAs despite naysayers	Monday 11.26.12
	One Santa Fe woman's female-centric approach to advice is attracting clients to her iconoclastic RIA Manisha Thakor was drafted into her venture by three wealthy women who liked none of the existing alternatives	Tuesday 11.20.12
	Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end	Tuesday 11.13.12
	BondDesk Group chairman takes on CEO role and shifts focus to wealth management and capital markets The reshuffle, which brings aboard an ex-MSSB vice chairman, is no prelude to a sale new chief Howard Edelstein insists	Thursday 11.1.12
	How RIA business players in New York are roughing it through Hurricane Sandy Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions	Wednesday 10.31.12
	Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM	Monday 10.29.12
	Fidelity to play midwife to RIAs-in-the-making now that WealthCentral is firmly on its feet Fidelity RIA execs envision a post-WealthCentral landscape that incudes marketing consultations, strategic planning sessions and M&A facilitation	Friday 10.19.12

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Kelly O'Mara

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