How the RIA business made a dent at the 2014 Finovate conference in San Jose
Personal Capital and Motif presented and United Capital was there in force
Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 – 5:25 PM
Ashley Arrington is leaving Fidelity for one of its hottest RIA clients, but she'll have to start cold in Nashville to keep her and her boss in the giant's good graces
Boston 'big three' custodian's no-compete agreement will force her to leave behind clients, but it's a small price to pay for a new opportunity and equity in a top RIA.
July 29, 2022 – 2:28 AM
Marc Spilker adds Matt Brinker as chess piece -- and partner -- in what he calls a 'very selective' talent add to build platform-for-RIA platforms outside Wall Street
Merchant Investment Management's executive chairman wants good people good at their job and Brinker likes having a breakaway Goldman partner rather than one captive to the Wall Street giant.
January 15, 2020 – 2:42 AM
Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications
The New York-based investment bank has the cash and people to do the combinations -- especially Goldman software -- that the roll-up's founder couldn't afford or didn't want to advantage
November 8, 2019 – 4:52 AM
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Nicely done Zohar thanks for sharing this recap of the conference. Very comprehensive and useful information. Good to see it is not a pay-to play speaker format and the short presentation format is refreshing.
Marie @ PF Pro
Wow, that EyeVerify is very interesting! Btw, we just did a review of Personal Capital on our site and I couldn’t believe how much information they give you for free. Almost seems too good to be true