An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice
TD Ameritrade
|Black Diamond
|FPA
|Orion
|SEI
|Redtail
|BrightScope
|EISI
|Advisors Assistant
|Scout Funds
|Macro Risk Analytics
|Net Worth
|Chubb
|Arkovi
|Cornerstone
Related Moves
Mike Durbin set to take CEO reins at Cetera to further Genstar's bold mission, with $1 trillion looming on the horizon and his eyes on the prize
Adam Antonaides, 59, is exiting the CEO role as the No. 2 IBD shifts into higher gear to compete with LPL and take on a more RIA future
November 7, 2024 at 11:11 PM
Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k
Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.
June 7, 2024 at 1:44 AM
Another A-list RIA Schwabbie lands on his feet -- this time at DeVoe & Co. -- after TD Ameritrade merger displacement of 2,000-plus
Tony Parkin takes the reins as president of the San Francisco M&A shop and reunites with ex-Schwab boss who left 14 years ago
May 10, 2024 at 1:29 AM
A canary in the coal mine, Amy Richardson left Charles Schwab & Co. for an RIA -- before the 2,000 layoffs -- now a robust job market is saving the Schwab diaspora, she says
The former Schwab director wants former colleagues to know life exists after Schwab and good job opportunities are plentiful in the financial services sector.
December 20, 2023 at 1:52 AM
See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Advisors Assistant
Portfolio Management System
Top Executive: Patrick Dempsey
Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO
Redtail Technology
CRM Software
Top Executive: Brian McLaughlin
SEI Advisor Network
TAMP
Top Executive: Wayne Withrow
BrightScope, Inc.
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