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Articles tagged "Trovena"

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
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Most Emailed Stories »

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Story » Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
Story » Scott Wilder: We're gonna be a home for the pissed-off broker. This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab templateRead 
Story » Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Story » Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
Story » Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love