Articles tagged "Pinnacle"

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An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside

Pinnacle has hit $1.3 billion of AUM and is pushing forward aggressively with hires, strategic plans and offering 'office hours' with the planning research head dubbed 'stump the Kitces'

July 10, 2014 — 5:22 AM UTC

How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale

The original referral model,, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability

October 27, 2013 — 6:52 PM UTC

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts

The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

May 10, 2013 — 5:40 PM UTC

T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables

Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors

February 14, 2013 — 3:43 PM UTC

What happened when HighTower assembled its RIAs at Trump Tower

300 aggregated folks dined lavishly and heard Ed Viesturs; and those perks may have a deeper purpose

May 15, 2012 — 3:15 PM UTC

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service

Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

March 21, 2012 — 5:41 AM UTC
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