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Content tagged "Mike Paulus"



Steve Anderson became RIABiz' top Q1 newsmaker when he announced his firm had 'fired' $25 billion worth of 401(k) clients.

How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership
As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see

Thursday 4.24.14
Mike Paulus (r.) being interviewed by Bill Winterberg: It was a very long and smooth transition. (photo courtesy of Winterberg.)

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth

Monday 3.24.14
Here was the room where the more interesting exchanges took place.

Upper-crusty Napa Valley retreat brings together top family office execs, New Age VCs and top VCs -- at least locationally
The money men and the Windsor-knot crowd met on neutral ground and circled each other warily -- perhaps they have more in common than they know

Thursday 10.24.13
Geoffrey Clauss: I'm coming in to help scale this.

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
In a deal that rocked the RIA world, David Hou (pictured) and Mark Sear sold Luminous for a staggering $125 million in cash to a San Francisco bank.

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

Friday 3.8.13
Readers most 'liked' a May story that featured an enigmatically unpeopled office (think IPO cash) and some old fashioned gumshoe reportage.

RIABiz' 10 most-read stories of 2012: What fascinated you and why
Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts

Wednesday 12.26.12
Mike Paulus: We're not just a Black Diamond replacement for RIAs.

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
Mike Paulus: Our goal is to be transformative from a technology perspective.

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up
The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

Monday 6.11.12

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Most Emailed Stories »

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
7 shares
Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.
3 shares
Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
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Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

Brad McMillan: The outcome [for the Middle East] could well resemble that of the Soviet Union, which faced the same problem.
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A fresh look at the seemingly preposterous notion that cheap oil is somehow harmful

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.
1 shares
What exactly to make of Morgan Stanley poaching Naureen Hassan, robo-talent, from Schwab, right on the heels of Greg Fleming's departure


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