Articles tagged "John Burns"

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Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 — 7:53 PM UTC

A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs

The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city

November 10, 2014 — 7:57 AM UTC

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

December 16, 2013 — 7:44 AM UTC

With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog

After a big 2011 merger, the Oklahoma-based firm is back in deal mode targeting the Southwest

February 7, 2013 — 6:24 AM UTC

How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit

Tussles over scale, branding and professional service played out vividly in Vegas

September 28, 2012 — 4:17 PM UTC

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

May 9, 2012 — 4:36 PM UTC
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