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Articles tagged "Pinnacle"


Joseph Saldana: It's like sitting at your house and watching a storm blowing in from the horizon — you don't really know how bad it is until it's upon you.

An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside
Pinnacle has hit $1.3 billion of AUM and is pushing forward aggressively with hires, strategic plans and offering 'office hours' with the planning research head dubbed 'stump the Kitces'

Thursday 7.10.14
Frank Troise says he sold his company for $6 million, signed on Loring Ward, The BAM Alliance and seven top hedge funds to receive his referrals.

How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale
The original referral model, MyFreeRetirementReport.com, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability

Sunday 10.27.13
Bill Crager: The content race will be on and we'll open up a whole new competitive landscape for asset management.

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

Friday 5.10.13
Fidelity brought to T3 a smart TV using Aviya technology that provides avatars for an online, remote meeting.

T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors

Thursday 2.14.13
Elliot Weissbluth: A few years ago we had this meeting with just 20 of us in our old headquarters in the basement eating deli sandwiches.

What happened when HighTower assembled its RIAs at Trump Tower
300 aggregated folks dined lavishly and heard Ed Viesturs; and those perks may have a deeper purpose

Tuesday 5.15.12
Michael Kitces: Now, I actually have a solution we can deliver.

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service
Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

Wednesday 3.21.12

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Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
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