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How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale

Sterling Shea invited advisors to vote on pressing RIA questions via iPhone -- and they acidly asked Bernie Clark whether Schwab is robo-competing against them

Author Brooke Southall March 27, 2015 at 7:13 PM
no description available
Kings of RIA custody Mark Tibergien. Bob Oros, Tom Nally and Bernie Clark in a panel moderated by Sterling Shea -- and a pesky mobile app

Cam Neri

Cam Neri

March 27, 2015 — 9:54 PM

So, Brooke, you see smaller advisors as detritus. That sure doesn’t leave me with a warm, fuzzy feeling about how you view the general population of RIAs..

Grant Barger

Grant Barger

March 27, 2015 — 10:34 PM

Certain that the author of this article needs no backup for the first comment… I think it is safe to assume that the term “detritus” was most assuredly penned in the vein of The Honorable Judge Smails… et al of the Bushwood crowd from Caddyshack. I believe Spaulding said it best…“Ahoy Polloi!” Thanks for another great article… Well done.


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Mentioned in this article:

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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