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Buyer scoops up BrightScope using Genstar capital

The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd

Author Brooke Southall November 1, 2016 at 2:11 PM
Admin:
no description available
Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Stephen Winks

Stephen Winks

November 1, 2016 — 6:31 PM
The evaluation of how individualized client portfolios perform within a fiduciary construct is the new Morningstar-like reference point in the competitive landscape. Products lose their relevancy, what matters is how advisors use products in the best interests of each individual client in constructing portfolios. The results will fundamentally change the industry as the skill of the advisor becomes paramont. SCW
anonymous

anonymous

November 2, 2016 — 7:38 PM
buyer beware!
Redmond

Redmond

December 28, 2016 — 5:24 PM
Mandlebaum has a history of destroying companies, and dragging around his team of british (over-the-hill) executives that travel the world on company corporate cards making poor decisions and not taking accountability for anything.

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October 29, 2022 at 12:02 AM

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

BrightScope, Inc.
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