News, Vision & Voice for the Advisory Community


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
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.

401(k) Stories

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


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


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.

Related Moves

April 30, 2019 at 5:25 PM

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM

Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.

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

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 at 10:52 PM

Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

BrightScope, Inc.
Data and ratings for RIAs

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo


About Us




RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.