News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Trovena"


Scott Leonard, wife Mandi and sons Luke 7, Jake, 11, and Griffin, 13: The business has no purpose other than to satisfy my personal goals. If my personal need was to go sailing, then I consider the trip a net gain.

Where Scott Leonard's life stands after serving his RIA clients mostly from sea for 2 1/2 years, what cut his trip short and what was most unexpected
The odyssey took a $200-million-in-AUM toll in addition to a partner split and Leonard, 45, still faces, psychologically, the task of building a business from 'scratch'

Wednesday 11.27.13
Christopher Van Slyke: From day one (in 2007), when we merged, he told me he was going to go sailing.

Scott Leonard's 2-1/2-year boat odyssey around the world is followed by split with his partner
Christopher Van Slyke realized Trovena was presented with fast-arising opportunities he couldn't pursue with Leonard at sea

Friday 11.22.13
Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

Wednesday 3.13.13
Scott Leonard (pictured with his wife Mandi and three sons) is discovering that the race does not always go to those in the fast lane.

The advisor who sailed off grid and found a new business model for his $550-million RIA on the way
The head of a latter-day Swiss Family Robinson has been running his firm from a 50-foot catamaran for more than two years -- with unexpected results

Monday 8.13.12
Scott Leonard with his wife, Mandi.

RIA on the waves: Scott Leonard's three-year adventure running his practice from a sailing ship at sea
The advisor has encountered bigger challenges than even he imagined and, during Hurricane Irene, learned the true definition of working remotely

Monday 9.19.11
Scott Leonard: This trip was the motivation to make some decisions about hiring good employees and paying them well, even when it’s sometimes been difficult to do that.

Advisor spotlight: How one advisor is building his practice to sustain a three-year sailing sabbatical
Having built two businesses and a $450 million book with a partner, Scott Leonard has made himself intentionally irrelevant now

Tuesday 1.18.11
Ron Rhoades: I have personally observed dozens of my clients, throughout my 25-year legal and then investment advisory career, inform me that their “financial advisor” took them on “for free” and “has never been paid a dime.”

One-Man Think Tank: The fiduciary standard may sink Wall Street's advisors-on-yachts. Should we care?
How much should a professional investment advisor make?

Tuesday 12.7.10




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 »

RIAs got their first direct splash of Gross's eccentric behavior at Morningstar's Investors Conference in June.
97 shares
The real Bill Gross story with big help from the Wall Street Journal's reporting (Hint: The signs were there)

Stephen Brown writes: We advise several CEO's and CFO's of Fortune 500 companies, as well as some professional sports teams.
24 shares
How Merrill Lynch's divorce of its own $2.5-billion team shows just how fed up the wirehouse is with RIA-bound breakaways

Kyle Ryan:  Everyone looks at headlines and says they're small and everyone was small once.
13 shares
The steps Personal Capital is taking to win bigger accounts after a year of 100% growth and 95% of them small fish

Cup holders, like robo-capability, matter whether or not they should.
12 shares
How the new RIA competition is akin to the cup-holder dilemma for automakers

Adam Nash [with AndyRachlieff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.
1 shares
Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings


Get the RIABiz Today
Email Alert »