News, Vision & Voice for the Advisory Community


An advertiser's-eye view of Schwab IMPACT and the mini-city of marketing it created

Three days of conversations, recycled swag and ancillary events

Monday, November 7, 2011 – 3:29 AM by Frank Noto
no description available
The 325-plus exhibiting firms connected with a sea of humanity in IMPACT's 2011 expo

Related Moves

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'

August 9, 2022 – 1:57 AM

Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots

The $8 trillion Malvern, Pa. manager owns beta investing, but RIAs are demanding higher income -- hence market timing and cherry picking -- from their fixed-income allocation.

August 10, 2021 – 11:46 PM

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 – 1:42 AM

In RIA custody milieu, Charlie Scharf's BNY Mellon exit for Wells Fargo is latest unforeseen vapor trail after Lisa Dolly, Tim Hockey, Terri Kallsen, Andy Gill and others fade into the firmament

The CEO-for-rent will face a monumental challenge turning around Wells Fargo, but perhaps not as bleak a landscape for profit margins; Is the RIA free ride coming to an end?

October 1, 2019 – 1:06 AM

Mentioned in this article:

GaveKal Capital
Mutual Fund
Top Executive: Steven Vannelli, Managing Director & Partner

Document Management
Top Executive: Nien-Ling Wacker

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

Elmer Rich III

Elmer Rich III

November 7, 2011 — 5:55 PM

We and our clients have stopped attending most conferences for the reasons pointed out in this article — they have become mainly selling events. With most speakers paying to speak and most speeches being sales pitches and not real sharing or problem solving — our clients can stay home and get all the sales pitches they want.

We appreciate that conferences are a huge money makers for the organizers. So the conference sponsors make money, presumably the paying sponsors do, media too — but what about the attendees? What tangible business benefits, ROI, do the attendees get? Everyone else involved is making money.

Less and less this seems even a concern of the organizers and sponsors. We have often wondered how successful conferences would be if they were not in vacation locations. chuckle

As Brooke said: “there’s just something special about San Francisco” Sure, Tony Bennet left his heart there.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo