News, Vision and Voice for
the Advisory Community
advertisement

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

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Lou Harvey: It does mean that annuity sales will no longer be a 'caveat emptor' type of transaction.
17 shares
'Paradigm shift' in 401(k) flows opens the DOL door for annuities in 401(k) plans and RIAs are split

Trisa Summers: The more I understood the level of transparency ... you have to be really comfortable.
7 shares
Zero Alpha Group fraternity adds a sister to its elite $14-billion DFA RIA club

David Stofer: At SageView I had to sell and service clients....I want to be a consultant.
6 shares
How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

Adam Nash: Having $100 million in the bank allows us to retain independence from Wall Street.
1 shares
Wealthfront responds with force to Schwab CEO's robo announcement

Abby Johnson's smarts and fierce work ethic are a given but some wonder if she can match her father's force of personality.
1 shares
How Abby Johnson won the hearts of mega-RIA clients in advance of taking the CEO spot at Fidelity Investments


Get the RIABiz Today
Email Alert »