Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him
Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.
February 14, 2023 at 3:15 AM
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair
RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots
January 12, 2022 at 3:13 AM
See more related moves
Top Executive: Timothy D. Welsh
Top Executive: Rebecca Pomering
Technology Tools for Today
Top Executive: Joel Bruckenstein
The Ensemble Practice LLC
Top Executive: Philip Palaveev
Top Executive: Michael Kitces
The Apple iphone 3G is surely an elegant and remarkably able product that enables the users to appreciate superior speed connectivity, easy-to-use imaging and media capabilities. This can be a totally touchscreen interface handset that includes a large three.5 inches colourful display screen and that as well by using a full support of sixteen million colours and gives a display screen resolution of 320 × 480 pixels. This really is an ultra-lightweight handset and weighs just 133 grams using the modern dimensions of a hundred and fifteen.5 × 62.one x 12.three mm. In addition it has an accelerometer sensor for auto-rotate display command, multi-touch enter strategy and an ambient mild sensor. The touchscreen comes complimented with a full QWERTY keyboard for simple textual content input, concept producing and reading e-mails without the need of any hassles.
Digital Assistive Hearing Device Device uses personal computer systems. You can adjust the audio procedure by sync utilizing the laptop. Nowadays the methods have Bluetooth far too, which signifies you’ll be able to utilize it with TV, mobile, stereo program procedure etc- any device which has Bluetooth. You will find lots of types like the guiding the ear (BTE) assistive listening to device. Within just this circumstance the unit sits guiding the ears and will perform for mild to extensive hear loss. For children it can be the smartest alternative. In just The Ear (ITE) assistive listening to device is defined up within just the ear and it can be appropriate for mild to average listening to complications. Receiver in the Ear (RTE) assistive hearing device has loudspeakers situated in into the ears. The design be extra powerful listening to capabilities. Inside of the canal assistive listening to devices (ITC) can even be situated in just the ear. Outdoors Fit Assistive Hearing Devices (OTE) can also be put driving the ear. Yet, within this condition the speaker is defined inside of the canal by thin wires.