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Articles tagged "Ryan Alfred"


Mike Alfred: We're showing sensitivity here.

How BrightScope plans to publicize RIA advisory fees fairly amid all those onion layers
One competitor is convinced the Alfreds are merely rewarding fee obfuscation but the San Diego iconoclasts refuse to be discouraged

Friday 4.12.13
Randy Long: Being willing to serve in a fiduciary role has had a major impact in the growth of the firm.

10 most influential individuals in the 401(k) industry affecting RIAs in 2012, Part 1
Cataclysmic changes are in store RIAs advising retirement plans -- here's who's building up and advocating for this vital sector

Thursday 1.3.13
Ryan Alfred: If you do something disruptive (in the marketplace), it’s going to be polarizing.

BrightScope sticks to its guns as it responds to outspoken critics of its Advisor Pages
The San Diego-based data tracker opens a window on the practices of 450,000 advisors; skeptics say it crosses a line

Monday 5.2.11
Mont Levy: We see the DFA advisors looking at this opportunity very closely.

Buckingham expedites turnkey 401(k) strategy by buying a fellow DFA TAMP
Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges

Wednesday 1.5.11
Lou Harvey: All it will take is for one employee in any company to rise a question about fees. This is going to be a tsunami.

Why the DOL's massive new 401(k) disclosure requirements are a 'very, very big deal'
RIA competitors (i.e. brokers) face daunting challenge of explaining complex revenue-sharing arrangements

Friday 10.15.10
Scott Pritchard: Many advisors [selling 401(k) plans] recognize the merits of a move to fee-only, but like a drug addict who knows they need to quit, they just can not 'kick the habit.'

RIAs are starting to create their own 401(k) companies as alternatives to John Hancock and The Principal
Capital Directions is building a TAMP for advisors that want to get into the 401(k) business

Tuesday 4.27.10
Heather Underwood goes deep into the made-for-RIA features of BrightScope's website

How BrightScope is using technology to create order in a messy 401(k) market
A San Diego-based company gives a peek behind the curtain of many of the 60,000 largest defined contribution plans

Thursday 3.25.10
Ryan Alfred: I would have expected Mr. Utkus to do a little bit more research before reaching this erroneous conclusion

Blog battle: Vanguard 401(k) principal and president of 401(k)-tracker have it out over the Internet
Steve Utkus suggests a flaw in BrightScope's system and Ryan Alfred is having none of it

Friday 3.19.10

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Rob Isbitts: That money should have a target on its back, and we RIAs as an industry should be managing it.
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Peter Mafteiu: This is like overwhelming a reader ... so they really cannot map out the changes that might affect a particular customer.
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Schwab will take a machete to Schwab Private Client hyper-fee fund holdings but still steer assets to high-margin OneSource, ADV says

Jeff Schnitz (r.) sits shoulder to shoulder with Joe Piazza to tell prospects why Addepar is part of their hyper-ambitious RIA startup plan.
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