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Articles tagged "Zohar Swaine"


John Michel: We started all over again. We're not building the same product.

BloombergBlack rematerializes as CircleBlack minus Bloomberg
John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled

Tuesday 7.15.14
Zohar Swaine: I couldn't help but wish for the inclusion of more technologies applicable to the wealth management space and RIAs in particular.

How the RIA business made a dent at the 2014 Finovate conference in San Jose
Personal Capital and Motif presented and United Capital was there in force

Friday 5.2.14
An ironic location for an RIA business-Chris Dodd meeting but babies are born at night.

Five RIA happenings: MarketCounsel shapes up; Zohar emerges, a new RIA-focused recruiting firm pops up and two more
Zohar reappears; Dan Skiles cements his status in San Diego and TD's selects Mitt Romney as its keynote next month

Monday 12.9.13
Scott MacKillop, Frank Trotter and Alex Potts on the high-risk, 18-hour rim-to-river-to-rim hike

RIA leaders venture to Grand Canyon to get beneath Earth's surface -- and their own
Business bound these execs and advisors on a self-inflicted adventure, but their bonds were tested on a deeper level

Wednesday 7.3.13
All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

Tuesday 1.22.13
Zohar Swaine: InStream does not intend to limit an advisor's choice of which financial provider to use -- this key point may have been misreported or not understood by others.

Could inStream be the Next Big Thing in RIA technology?
Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

Monday 1.7.13
Eric Clarke and Chip Roame atop Mount Whitney

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

Thursday 7.12.12
Zohar Swaine: I think it's the next wave of technologies we will tap.

TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing
Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

Friday 5.11.12
Christine Gaze: I was astounded by the culture.

TD Ameritrade poaches 'bowled over' Morgan Stanley Private Bank exec to fill key role
Christine Gaze has picked up best practices secrets in the full-service world that she's now taking to TD RIAs

Wednesday 4.25.12

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Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
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8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

Karin Risi: To the extent there's conflict, it's always been there.
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How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch

John Michel: We started all over again. We're not building the same product.
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BloombergBlack rematerializes as CircleBlack minus Bloomberg

Marilyn Mohrman-Gillis: Quite frankly, what we're spending is less than half a percent of all financial services' expenditures.
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How the CFP Board is getting its $40 million's worth from its advertising campaign and how it isn't

Jim Herbert: The answer is yes, a little bit.
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The hornet's nest that a $25.9-billion AUM RIA owner stepped on and how much it cost


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