Articles tagged "David Lyon"


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Cetera's giant software buy shows how eMoney's founder could prove a thorn in the Fidelity side $250 million later

MoneyGuidePro's Kevin Knull credits Edmond Walters for helping sell Cetera on doubling down on MGP planning software

November 11, 2016 — 12:20 AM UTC

BlackRock solicits more regulator scrutiny of robo-advisors, eliciting jeers and a cheer

The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem

October 11, 2016 — 3:46 PM UTC

Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback

During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features

April 29, 2016 — 8:48 PM UTC

What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Sure she brings the Schwab robo playbook -- albeit the Reader's Digest version -- but insiders say Jim Rosenthal may have bigger reins for her to take

February 4, 2016 — 9:56 PM UTC

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

September 3, 2015 — 7:44 PM UTC
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