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Articles tagged "myCFO"


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Robo-advisors are supposed to reach millennials but their automation carries over into the persona of their websites.

The ironic reason robo-advisors aren't gorging on assets -- a determination to dictate bloodlessly to millennials

Whether you're talking B2B or B2C, the eRIA robo-advisor website personae are dull, disconnected and trying too hard to act grown-up

March 15, 2016 at 9:31 PM

Jeff Colin built his RIA to $5 billion in 10 years with DFA, Goldman Sachs and myCFO all part of the recipe.

AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet

February 5, 2015 at 7:07 PM

Bo Dong: We actually are helping Advent, not so much taking business away. Otherwise, you probably would have jumped.

How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host

WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

April 4, 2013 at 7:02 PM

Justin Berman on Goldman Sachs: When I first started there, we could do no wrong.

A Goldman Sachs advisor breaks away, sits out for 90 days and builds a $1-billion-plus RIA

Justin Berman's firm has thrived by investing his own family's money alongside that of clients

November 15, 2011 at 4:21 AM

Rob Francais: You can look at our growth in the last three-and-a-half or four years and say it's off the charts, but it's all been part of a very patient well thought-out process.

How Rob Francais combined two giant RIAs and then added the assets of Deloitte Investment Advisors

Kochis Fitz, Quintile Wealth Management and Deloitte are now $7.2 billion Aspiriant and there are more plans to grow -- carefully

October 3, 2011 at 4:30 AM

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