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Articles tagged "Convergent Wealth Advisors"


Steve Lockshin: I wrote a big check.

Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in

Tuesday 4.8.14
Ron Carson: I have an account at Betterment.

Why Ron Carson brought Steve Lockshin onto his team and how Betterment fits into their plans
The head of LPL's flagship RIA and Barron's top independent advisor of 2011 are pooling brainpower and embracing the possibility of deploying strategic robo-advice

Tuesday 1.28.14
Martin Smith: We never considered this investigative in the sense that it wasn't information that was already out there.

Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble'
The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem

Wednesday 5.15.13
John Burns: We knew we weren't qualified to get this figured out.

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice
Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

Wednesday 5.9.12
Pig ugly? The offending image on Betterment's blog post

After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors
BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors

Friday 5.4.12
Steve Lockshin: We are never going to succeed unless we build a brand.

Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative
The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'

Thursday 4.5.12
Lori Van Dusen has been thinking about starting an RIA for 20 years but the 'pieces' couldn't be assembled to her liking, until now.

Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator

Tuesday 10.18.11
Roger Hewins: It was worth being there when you got there.

Schwab EXPLORE goes deep into the Rockies with big RIAs
Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

Monday 6.27.11

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