Articles tagged "Chip Roame"


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Capital One brings bigger crowbar to your wallet as it launches national RIA with its signature intensity

The brokerage unit of the giant McLean, Va.-based bank is hiring energetically, and following a model not dissimilar to Wells Fargo

September 26, 2016 — 6:16 PM UTC

How Joe Mansueto's CEO hand-off to Kunal Kapoor could be more than a succession play for Morningstar

The Morningstar CEO, 60, still owns 56% of the Chicago data firm's stock and his plan to 'read more books' needs to be examined in that light

September 9, 2016 — 6:30 PM UTC

Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

August 30, 2016 — 6:57 PM UTC

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

July 15, 2016 — 5:54 PM UTC

Schwab's former retail chief ends garden leave with two new gigs -- as chief of HD Vest holding company, and as Betterment CEO's operations confidante

John Clendening is now CEO of Blucora and a director at Betterment -- and a new resident of Bellevue. Wash.

April 12, 2016 — 9:58 PM UTC

Dissecting Blucora's giant act of financial engineering -- adding a broker-dealer to a software roll-up

M&A expert Bill Ruckelshaus' Bellevue company is paying $580 million for H.D. Vest, a crazy price by some measures but not if 5.5 million existing Blucora customers can be cross-sold

December 15, 2015 — 6:28 PM UTC

McKinsey: Robo-advisors have a cloudy future but 'virtual advice' delivered by 24-hour super-centers with experts and algorithms will win the day

Using ChinaTrust’s 'Air Financial Advisor' and Itau’s 'Personalite' service, Schwab -- even E*TRADE -- as examples, the global consultant says the future will splinter 'digital' and 'automated'

June 2, 2015 — 11:58 PM UTC

Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit

My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)

April 13, 2015 — 7:48 PM UTC

Envestnet turns its guns on the 401(k) business

With a 57% stake in a new venture, the Chicago SMA supermarketer tackles a second TAMP gusher

December 9, 2014 — 1:35 AM UTC

Charles Goldman rolls up a TAMP that handles clients with concentrated equity positions and 401(k) accounts

The AssetMark deal adds $1.7 billion and 600 advisor-clients

October 24, 2014 — 1:03 PM UTC