How a band of advisor-execs scaled 5,000 sunless feet to the summit of the Half Dome -- and the lessons the exploit yields for growing RIAs
Advisors donned headlamps, assuming considerable risk effecting the nighttime ascent in Yosemite -- including an encounter with a mama bear
Pete Giza
Skip,
What no pictures of you and Eric playing cards while bivouacked on Half Dome’s face?! :-D
Pete
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DFA undergoes a sea change -- literally -- with a fancy yacht soirée, cigars and champagne as it attempts to sail away from its mutual fund image into the world of ETFs
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Skip Schweiss exit from TD Ameritrade means the RIA custody business lost its most visible corporate-paid advocate -- for the moment
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December 20, 2023 at 1:52 AM
See more related moves
Tiburon Strategic Advisors
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TD Ameritrade
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Top Executive: Tom Nally
inStream Solutions
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Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts