News, Vision & Voice for the Advisory Community


Five RIA happenings: MarketCounsel shapes up; Zohar emerges, a new RIA-focused recruiting firm pops up and two more

Zohar reappears; Dan Skiles cements his status in San Diego and TD's selects Mitt Romney as its keynote next month

Author Brooke Southall December 9, 2013 at 7:42 PM
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An ironic location for an RIA business-Chris Dodd meeting but babies are born at night.

Related Moves

With Justin Wisz gone, Vestorly's new CEO jibes to algorithm licensing tack, wins Hootsuite and knocks old model, saying market is saturated by competitors

Ralph Pahlmeyer will play to his firm's sifting strengths, seek enterprise deals and think more like a software executive

November 21, 2018 at 7:09 AM

Co-founder Justin Wisz is out at Vestorly, and neither party is commenting; but some jarring Glassdoor reviews of the ex-CEO raise eyebrows

The Ken Fisher disciple went six years at the NYC-based start-up before his co-founder Ralph Pahlmeyer took his place

November 6, 2018 at 1:38 AM

Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Ryan Shanks

Ryan Shanks

December 9, 2013 — 8:56 PM

I agree with Al McIntee about most 3rd party recruiting firms. If it’s not about the advisor, then it’s not about the fit.



June 26, 2014 — 12:52 PM

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June 26, 2014 — 2:24 PM

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