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Articles tagged "Megan Carpenter"


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Manish Khatta: If you hold a conference and do not mandate vaccinations, then you are part of the problem.

The 2021 RIA event comeback collapses as FPA, 'Invest In Others' and T3 cancel in-person events, but WealthStack, Riskalyze and SALT won't be deterred

Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.

August 24, 2021 at 11:27 PM

Jason Lahita: I'm not going to enter into a client relationship if I don't feel a connection and if there isn't a fit.

Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots

The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him

September 16, 2020 at 6:00 PM

Schwab IMPACT 2020 won't happen in Boston and will morph to an online version of itself.

Schwab Advisor Services takes EXPLORE, IMPACT and SOLUTIONS 'virtual' in face of COVID-19 pandemic, updates merger, and makes clear the two scheduling details are unrelated

Set to be held in Fidelity's Boston backyard, IMPACT 2020 will move to the ether, making it one of the industry's premier virtual conferences in a sure sign the RIA world has dramatically changed.

April 29, 2020 at 6:41 PM

Megan Carpenter: 'The rules of the game have changed.'

COVID-19 crushes RIA conference schedule; 100 gatherings are in jeopardy along with the bottom lines of publications and organizations

Pershing INSITE is the latest biggie to cancel and firms are all over the map about when it'll be 'safe' for more than 10 people to gather at any one time.

April 14, 2020 at 5:58 AM

Jason Lahita: I slowly made myself expendable.

Jason Lahita explains what it means to be true to yourself by stepping aside from FiComm, his booming pr and marketing firm, to rediscover his true passion

Perhaps the best-known RIA PR person out there, Jason Lahita built a firm that grew too big to allow him to do what he loved best--getting in the trenches and crafting campaigns.

September 13, 2018 at 9:12 PM

Christopher Norton: By working with the advisor and not the institution directly, the clients may perceive that they are protected from the shenanigans.

FiNet welcomes six wirehouse defectors at the apex of a withering Wells Fargo bank scandal that 'has legs'

Wells Fargo Advisors and FiNet ADVs warn of some cross-selling as RIAs eye Wells Fargo to see if the only wirehouse attempt to support independents will succeed, fail or end in confusion

September 29, 2016 at 7:15 PM

Betterment has gone from placards atop NYC cabs to fusion with Uber's ubiquitous mobile app.

Betterment wins Uber account from under the nose of its Silicon Valley robo-rivals

The New York robo-advisor won the mega de facto pension plan of the San Francisco-based hail-a-ride app maker

August 24, 2016 at 1:05 PM

Skip Schweiss: You will be making a decision on a discretionary basis that will increase your compensation and create a conflict of interest, which is prohibited.

Skip Schweiss awakens FPA NorCal crowd with must-do DOL laundry list that starts with IRA billing and the need for chief laundering officers

The regional event in San Francisco with national draw -- even global draw -- gets a guy from Scotland to keep its lofty reputation up there

June 3, 2016 at 2:07 PM

Michael Kitces: By definition, you’re answering questions for free from people who would rather type their questions into Google or a free site rather than pay someone.

Michael Kitces blasts Investopedia for squeezing free advice out of RIAs and the advice super-site responds

The industry blogger says the routing of web traffic and its monetization works for the publication, not fo advisor practices

April 1, 2016 at 4:23 PM

Laura Pierson: I'm anticipating some of our loyal clients may question us about this choice. It's bold and unconventional.

Monica Lewinsky is giving a keynote at Ron Carson's Peak conference

The ex-intern's message about cyberbullying, public shaming and personal branding is one advisors need to hear, according to Carson and industry advisors

August 13, 2015 at 6:01 PM

Roger Hewins: It comes with their 'approved investments' instead of ours, so its a non-starter.

With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice

Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade

March 13, 2015 at 5:47 PM

Bob Reynolds: Empower was clearly the one the first time we heard it.

The second-largest 401(k) provider drops 'Great-West' for 'Empower'

The name chosen for the second-largest retirement firm hits a mark but may face the challenge of seeming jargony

October 30, 2014 at 6:44 PM

Bob Reynolds: We're going to run the businesses together as one company.

Bob Reynolds does 'a lot of testing' to avoid foisting his 'Great West' brand on JP Morgan and Putnam Investments clientele

The chief executive also sees upside opportunities in bringing all three divisions under one banner

September 9, 2014 at 5:33 PM

Jason Lahita: We marketing mavens had determined to tweet until our fingers bled.

How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets

A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether

January 3, 2014 at 5:49 AM

Adam Birenbaum: Someone will emerge from the RIA space to be the size and scale to compete with the largest wirehouses -- so why not us?

How a $20-billion RIA is buying its 'Microsoft' marketing agency as the engine for propulsion to $100-billion

Adam Birenbaum is betting on David Levin to be his J. Pierrepont Finch but to succeed by really trying

October 10, 2013 at 5:19 AM

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