Articles tagged "Tiburon Strategic Advisors"
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Heads or tails he wins, but Mark Casady's upside for making his SPAC click is head-spinning because the IPOs will keep flying out the door
SEC filings detail the Lefteris chairman's overnight gains of maybe $50 million, but if the ensuing reverse merger or buy blossoms, it'll trigger a potential virtuous circle.
November 5, 2020 at 8:41 PM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
Raj Udeshi invokes 'Theranos' fraud in testy exchanges over data collection with Envestnet's Bill Crager and Jud Bergman at Tiburon CEO Summit
HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?
April 9, 2019 at 2:29 AM
Citigroup downgrades Charles Schwab Corp. on fears that vise grip of lavish staff expense and slashed prices will overwhelm banking windfall
Vaunted analyst William Katz sees Schwab's expanding reliance on pushing cash to its bank to earn spread revenue as too risky to recommend a 'buy'
February 16, 2018 at 12:02 AM
Scott Hanson sells RIA to Parthenon after 'semi-retirement' drove him half-crazy -- so he could work full-time to get to $10 billion
The Sacramento RIA turned 50, adopted two children and realized he needed a plan to embrace even more challenges and chaos
July 28, 2017 at 10:08 PM
Wells Fargo's new ADV reveals plenty about its robo's ambitions to max cross-selling and minimize channel conflict
Intuitive Investor is priced on the high side and bars micro-investors, yet is positioning itself as the anti-niche player
April 18, 2017 at 6:24 PM
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
How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds
Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product
March 22, 2017 at 8:15 PM
Scott MacKillop applies shock-and-awe pricing to SMA market to good effect after merely lower fees left RIAs flat
Using a robo out of a yoga studio, First Ascent is using a flat, capped fee to fulfill a founder's vision
March 14, 2017 at 10:47 PM
Incredulity hovers over LPL's retro -- or is it inspired? -- choice of original 1983 employee Jim Putnam as chairman
As the 14,000-rep broker-dealer gropes for a post-DOL, post-digital future, it'll rely on the old-school standard bearer to shepherd new CEO Dan Arnold
March 10, 2017 at 8:05 PM
Fidelity and Schwab one-two $4.95 price punch staggers industry with execs willing to go 'far, far, far further'
As the Boston and San Francisco giants forgo hundreds of millions in profits in play-for-market-share in higher-margin businesses -- like advice
March 2, 2017 at 8:03 PM
Schwab unveils its virtual future to plaudits but using green CFPs as its real people, mandatory 6% cash, could prove troublesome
Move to launch 28 basis-point Schwab Intelligent Advisory by summer checks all boxes on price, robo, planning, ETFs -- and commoditizes what RIAs sell for three times the fee
December 15, 2016 at 6:11 PM
What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers
The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field
November 17, 2016 at 10:05 PM
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
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
