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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

Monday, December 9, 2013 – 7:42 PM by Brooke Southall
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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 – 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 – 1:38 AM


Mentioned in this article:

MarketCounsel | Hamburger Law Firm
Consulting Firm, Compliance Expert, Legal Services for RIAs
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.

http://mokroshelok.net/user/h1ewtoyl5/

http://mokroshelok.net/user/h1ewtoyl5/

June 26, 2014 — 12:52 PM

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http://www.fsienergy.com/esr.html

http://www.fsienergy.com/esr.html

June 26, 2014 — 2:24 PM

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