Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian
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
Michael Kitces and Adam Birenbaum are now on the same $50-billion Buckingham team after the blogger called the young CEO with a multi-pronged proposal
Kitces is leaving Pinnacle - after 17 years - for fewer conflicts and more opportunity
March 12, 2020 at 1:45 PM
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MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger
Top Executive: Timothy D. Welsh
Top Executive: Greg Friedman
Top Executive: Bill Winterberg
Top Executive: Michael Kitces
Great article about a terrific conference! SSG delivered a conference packed full of engaging content and valuable networking opportunities. Bill Winterberg added fuel with his 'live from Coronado’ approach… and a great time was had by all! One of my favorite conferences just keeps getting better!
When I was at RedBlack I had the privilege to work with Dan Skiles on a technology partnership. In the end we were able bring advanced software to burgeoning RIA firms. It was a great experience and it was exciting to watch SSG’s growth then add it is today. You always knew when you were talking to Dan or Peter that they were serious about their niche and going somewhere. I also had the privilege of attending their first venue which provided an atmosphere of friendship and valuable networking. Congratulations for giving the power to the emerging firm.
Pete Giza | VP Bus Dev | WealthSite Inc