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Articles tagged "John Michel"


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John Michel 'lived his life by a strong moral code forged by his time at West Point, and he expected all who dealt with him to live up to his standards.''

The loss of John Michel weighs across the RIA business -- a doer with a '1000-megawatt smile'

Only 62, the original Merrill Lynch fintechie breakaway modernized the advice business and led with his kind demeanor

July 9, 2020 at 1:38 AM

Raj Udeshi: Here's a seven-figure deal I just beat Blackrock on.

HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say

The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract

March 27, 2019 at 9:41 PM

Larry Shumbre: Riskalyze doesn't work for any advisor who knows the basics of risk.

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

March 30, 2018 at 8:39 PM

Dale Brown via Skype: We filed the lawsuit to win, not to make a statement or lambaste the DOL.

Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'

The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering

August 15, 2016 at 8:03 PM

Jon Stein: I really don't know about the ... presti-i-i-ige ... of a wirehouse.

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 at 6:19 PM

Simon Roy: It's a classic attempt to freeze the market.

Can Schwab, six years late to the robo party, 'freeze the market', catch up and blow doors?

The potential is awesome but the San Francisco giant is currently generating PR for an offering that does not yet have a launch date

October 29, 2014 at 8:22 PM

Elliot Weissbluth will play moderator with a strong robo viewpoint -- by Hamburger design.

Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein

MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme

August 28, 2014 at 5:48 AM

John Michel: We started all over again. We're not building the same product.

BloombergBlack rematerializes as CircleBlack minus Bloomberg

John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled

July 15, 2014 at 5:19 PM

John Michel penned the letter to clients of BloombergBlack alerting them that his company -- for now -- is withdrawing from the investment advisory business.

Bloomberg warns that BloombergBlack is shutting down

The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

July 25, 2013 at 10:29 PM

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