RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

Author Guest Columnist Aaron Klein January 30, 2014 at 5:06 AM
Admin:
no description available
A CPA suggested Winterberg 'e-mail me your last few years of tax returns,' which was a deal killer.

Brooke Southall

Brooke Southall

February 3, 2014 — 9:54 PM

Thanks again to Aaron for writing this article and congrats to Bill for such a solid speech.

Brooke

http://www.fsienergy.com/combust.html

http://www.fsienergy.com/combust.html

June 25, 2014 — 11:00 PM

Plastic surgeons today employ intragastric balloon medical procedures, an invasive fat reduction solution which entails the positioning of the tender silicone/saline gastric balloon in just the stomach to induce a perception of satiety. Consequently, sufferers feel comprehensive a lot quicker and decrease their consumption of meals. This balloon mechanism stays inside for six numerous weeks mainly because the individual undergoes a diet regime program, then this balloon mechanism ought to be taken out.


Related Moves

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

Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement

The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy

November 15, 2023 at 3:24 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

Charles Schwab Corp. discloses imminent, sweeping 'TD Ameritrade' layoffs, indirectly revealed in new SEC filing that reports it will expense severance mostly in 2023 to gain 'incremental' $500 million synergy in 2024 and beyond

The Westlake, Texas, firm had not previously disclosed the cost of terminations -- people and offices -- or that so many of the farewells will happen by Dec. 30

August 22, 2023 at 12:46 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Riskalyze
Tech: Other
Top Executive: Aaron Klein



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo