20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients
After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade
|December 23, 2015 — 7:49 PM UTC|
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
|February 12, 2014 — 7:25 AM UTC|
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 — 10:29 PM UTC|
What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?
It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources
|May 8, 2013 — 4:13 PM UTC|
How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management
|February 11, 2013 — 3:31 PM UTC|