RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?

AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

Author Steve Garmhausen January 8, 2015 at 5:55 PM
Admin:
no description available
Steve Lockshin: The long play is as this generation of advisors turns over that we’ve created the time and space for advisors to focus on things that give their clients joy.

orujewuyotete

orujewuyotete

June 7, 2015 — 8:58 AM

[url=http://flagyl-online-buy.net/]Metronidazole 500 Mg Antibiotic[/url] <a href="http://priligy-cheapest-price-buy.org/" rel="nofollow">Priligy Online</a> http://lasix-buy-online.net/

ocidujehemkye

ocidujehemkye

June 17, 2015 — 4:25 AM

[url=http://flagyl-online-buy.net/]Order Flagyl[/url] <a href="http://priligy-cheapest-price-buy.org/" rel="nofollow">Dapoxetine</a> http://lasix-buy-online.net/

ipebejomu

ipebejomu

June 17, 2015 — 5:04 AM

[url=http://flagyl-online-buy.net/]Metronidazole Online[/url] <a href="http://priligy-cheapest-price-buy.org/" rel="nofollow">Priligy Dapoxetine</a> http://lasix-buy-online.net/


Related Moves

Second Betterment exec departs as new CEO Sarah Levy orients to her first month on the job and is confronted by personnel matters

Chief operating officer Dustin Lucien is the latest to leave the New York City robo-advisor, one of at least eight positions open as it prepares a push across multiple business lines to ignite growth.

January 19, 2021 at 6:32 PM

Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.

December 8, 2020 at 5:27 PM


Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Seeking to Hire Advisors, Advisory Firm
Top Executive: Marty Bicknell

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo