An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice
TD Ameritrade
|Black Diamond
|FPA
|Orion
|SEI
|Redtail
|BrightScope
|EISI
|Advisors Assistant
|Scout Funds
|Macro Risk Analytics
|Net Worth
|Chubb
|Arkovi
|Cornerstone
Related Moves
Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago
May 10, 2024 at 1:29 AM
A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says
The former Schwab director wants former colleagues to know life exists after Schwab and good job opportunities are plentiful in the financial services sector.
December 20, 2023 at 1:52 AM
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal
November 23, 2023 at 12:20 AM
Schwab 2,000-layoff aftershocks roil the industry as it's revealed top tech talent -- led by widely regarded veteran Kartik Srinivasan -- were axed, raising questions about future of Schwab innovation
Behind every layoff a human story as pink slip to an 'unbelievable talent' epitomizes company's determination to cut $500 million in expenses.
November 3, 2023 at 3:49 AM
See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Advisors Assistant
Portfolio Management System
Top Executive: Patrick Dempsey
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
Redtail Technology
CRM Software
Top Executive: Brian McLaughlin
SEI Advisor Network
TAMP
Top Executive: Wayne Withrow
BrightScope, Inc.
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