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How five recent RIABiz articles caught readers' attention and what bigger stories they tell

If advisors blinked in the last two weeks, telling chapters of growth slipped by

Thursday, April 28, 2011 – 1:18 PM by Brooke Southall
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Andrew Lin rejoined his old RIA firm after a stint at United Capital and wasted no time setting a new technological and strategic series of events in motion.

Related Moves

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:

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




Bill Winterberg

Bill Winterberg

April 28, 2011 — 8:35 PM

Sorry Brooke, sometimes I leave an RIABiz article in an active tab while doing something on my other monitor! That might explain the half-hour time on page.

Brooke Southall

Brooke Southall

April 28, 2011 — 8:47 PM

No worries Bill. We are not charging by the hour yet!

Brooke

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