Articles tagged "Convergent Wealth Advisors"


HeadlinePublish date

City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM

After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division

September 13, 2016 — 5:26 PM UTC

Barron's: David Zier's death takes another tragic twist

The Convergent executive's death was likely a suicide related to non-Convergent money managed for family and friends by Zier in a 'personal account'

October 25, 2014 — 9:58 PM UTC

The RIA business mourns the death of David Zier

The chief executive of Convergent Wealth Advisors was only 44

October 25, 2014 — 1:52 AM UTC

Tiburon CEO Summit extrudes big news: Betterment Institutional is born

Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in

April 8, 2014 — 9:39 PM UTC

Why Ron Carson brought Steve Lockshin onto his team and how Betterment fits into their plans

The head of LPL's flagship RIA and Barron's top independent advisor of 2011 are pooling brainpower and embracing the possibility of deploying strategic robo-advice

January 28, 2014 — 7:03 AM UTC

Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble'

The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem

May 15, 2013 — 3:09 AM 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

After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors

BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors

May 4, 2012 — 4:37 AM UTC

Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative

The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'

April 5, 2012 — 4:40 PM UTC

Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial

The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator

October 18, 2011 — 2:15 PM UTC