RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

Author Guest Columnist Aaron Klein January 30, 2014 at 5:06 AM
2 Comments
no description available
A CPA suggested Winterberg 'e-mail me your last few years of tax returns,' which was a deal killer.

Conferences

|

Technology


Brooke Southall

Brooke Southall

February 3, 2014 — 9:54 PM

Thanks again to Aaron for writing this article and congrats to Bill for such a solid speech.

Brooke

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

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

June 25, 2014 — 11:00 PM

Plastic surgeons today employ intragastric balloon medical procedures, an invasive fat reduction solution which entails the positioning of the tender silicone/saline gastric balloon in just the stomach to induce a perception of satiety. Consequently, sufferers feel comprehensive a lot quicker and decrease their consumption of meals. This balloon mechanism stays inside for six numerous weeks mainly because the individual undergoes a diet regime program, then this balloon mechanism ought to be taken out.


Related Moves

June 7, 2024 at 11:17 PM

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

Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement

The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy

November 15, 2023 at 3:24 AM

See more related moves

Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Riskalyze
Tech: Other
Top Executive: Aaron Klein



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.