We're winding down a bit over the holidays
Non-deadline projects will take precedence for 10 days
Unlike my nieces and nephews, I am amazed that Christmas is suddenly upon us.
I’ll spend most of today shopping and wrapping then relax a bit over the weekend. Next week we’ll be working on getting a little momentum for next year.
I have a handful of feature stories in hand, including one on Trust Company of America’s giant growth, another on SEI Investment’s new strategy. I’ll look also at a company that is finding a way to make exchange traded funds with a small float trade like ones with a big float.
News stories and other articles more conducive to quicker writings keep postponing the publication of these articles. Time to get cracking.
On the other hand, I am working next week [see photo] and no serious news story will go uncovered. Feel free to pitch a story that will take me away from longer-term projects.
I’ll get your messages. The wi-fi on my mother’s farm in Maine is actually more powerful than what I have in California.
Nevin, Elizabeth and Frank are continuing to bear down on getting the RIABiz Directory launched. Our early listers have taught us a few valuable lessons and made some good suggestions. For example, we had no category for third party administrators. We do now. We made it complicated to list in more than one category. Now it’s far simpler.
If you want to list now, go to https://www.riabiz.com/d/new. It takes 10 minutes or less.
If you’re like me, you can’t wait to kick back for the holidays. But you probably also sense that 2010 promises to be a big year for all things RIA-related. It’s hard to be patient about getting started.
SEI goes hard after 401(k) plan sponsors by poaching a star from Northern Trust and bundling him up, but he'll be swimming against market trends
The Oaks, Pa.-based TAMP poached Scott Muench from the $10.7 trillion asset-manager and custodian, ending a nationwide search -- and Muench's 19-year streak at the Chicago-based giant
September 21, 2018 – 11:27 PM
E*TRADE Advisor Services
Top Executive: Joshua Pace