RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "BrightScope"


Headline

Publish date


Ryan Alfred: We're very different people than we were in our early twenties starting Brightscope.

Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup

April 30, 2019 at 5:25 PM

Tom McGirr: If the market goes down 300 points and we get flooded with calls, we can have an in-depth discussion about risk tolerance.

Fidelity's bet on ultra-compliance with the DOL rule pays off big as 401(k) assets jump stunning $280 billion in 2017

The Boston giant also added staggering 1.6 million plan participants but here comes DOL rule's BICE and the need to come extra clean on all those in-house funds

March 16, 2018 at 5:41 PM

Mike Alfred (l. pictured with with brothers Ryan and Eddie): There's no Schwab or Fidelity. Go beyond CoinBase and it's the frickin' Wild West.

Mike Alfred also exits BrightScope to follow brother Ryan into cryptocurrency sphere

With Mark Casady and Josh Brown as backers, the former BrightScope CEO raised a quick $1.5 million over the weekend, partnered with a third Alfred -- Eddie -- and set about casting light on 1,000 cryptocurrencies for hedge funds

January 24, 2018 at 4:13 AM

Mike Alfred: Maybe going through the legal process caused them to make the change.

How Vanguard lost a $19.4-billion 401(k) account to Fidelity and why it's the exception to the rule -- and isn't

Chevron boots the hyper-fiduciary Malvern, Pa.-based indexing giant in favor of Fidelity after two dismissed lawsuits

November 21, 2017 at 12:53 AM

Aaron Schumm: This is the most fun the business has ever been.

As Aaron Schumm's 401(k) startup gets $8 million the FolioDynamix founder loves Vestwell's odd juxtaposition to Fidelity

Vestwell attracts second big FMR seed capital tranche by co-opting advisors to go where the Boston 401(k) king is most challenged -- very small plan sponsors

October 13, 2017 at 5:12 PM

The ex-Betterment unit heads up Charles Schwab & Co's. robo-voltage at a critical phase.

Exploding to near $24 billion* of assets under automation, Schwab creates robo-exec slot and fills it with ex-Betterment unit chief

Cynthia Loh puts fresh face on Schwab Intelligent Portfolios and Schwab Intelligent Advisory as Betterment puts out a help wanted sign

October 3, 2017 at 7:58 PM

Randy Bullard: I'm sober but not jaded.

Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse

The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals

April 26, 2017 at 5:41 PM

Jon Stein, flanked by Maureen Thompson of CFA and Betterment associate counsel Seth Rosenbloom, marking the envisaged starting day of the DOL rule.

After putting big chips on DOL fiduciary rule, Betterment hosts funereal event to mark the April 10 Go Day That Wasn't

CEO Jon Stein sat shoulder to shoulder with CFP Board and Consumer Federation of America guests and held court with CNNMoney, Wall Street Journal and Consumer Reports reporters

April 13, 2017 at 6:50 PM

Dashing to catch a plane, Pershing's Lisa Dolly updated me on the company's COO search. ​

The 10 takeaways Chip Roame imparted at his Tiburon CEO Summit in NYC and other items I gleaned by gumshoe reporting

From the Battery Ritz common space, disembodied text and email recipients appear in human form

April 6, 2017 at 5:26 PM

Andy Puzder takes a minimalist approach to the pensions of his workers.

Mum on DOL rule, Labor chief appointee Andy Puzder's 'check-the-box' 401(k) plan at CKE Restaurants speaks volumes

The expensive Mercer-advised pension plan has low participation rates, low balances, no matches and few assets overall

December 13, 2016 at 8:50 PM

Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Buyer scoops up BrightScope using Genstar capital

The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd

November 1, 2016 at 2:11 PM

Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Buyer scoops up BrightScope using Genstar's bucks

The once-brash Alfred brothers sought out Strategic Insight as DOL rule came thundering toward their 401(k) herd

October 31, 2016 at 10:04 PM

Aaron Schumm: I had the luxury of working with 100,000 advisors and hearing what they needed to help their business.

Two years after the $199 million FolioDynamix sale, Aaron Schumm jumps back in the B2B RIA game but not to compete -- yet

Staked to $4.5M of F-Prime and FinTech Collective cash, Vestwell will stay in 401(k) for now but roll its business model over soon enough to IRAs

October 4, 2016 at 6:22 PM

Dawn Bennett was named as example of how the Barron's Top 100 list can lead investors astray.

AdvisorHub slams Barron's for its advisor list - correlating higher rankings with higher complaint rates

Jed Horowitz cites an unholy alliance between the Dow Jones publication and the many advisors and firms who make the list -- with criteria based largely on asset accumulation

April 28, 2016 at 7:57 PM

David Siegel: If people ask ridiculous questions, we won't answer them. No one wants garbage in and garbage out.

Investopedia's grand scheme for RIAs to act as its answer army and why leads and referrals may be beside the point

So far 100 advisors have signed onto Match.com's sister-site for the opportunity to dispense free advice to investors who probably won't become clients

March 15, 2016 at 8:22 PM

Next

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.