RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

As a self-aware Sallie Krawcheck launches at TechCrunch Disrupt, Ellevest embraces the peril of selling algorithms to women

Automation is hard enough but the ex-Merrill chief is resolved to deliver to women what they want even if its means giving them what they don't think they want

Friday, May 20, 2016 – 5:35 PM by Sanders Wommack
Admin:
0 Comments
no description available
Sallie Krawcheck: When we took away the jargon and put it into plain English, all of a sudden she said, 'you know what? I can do this.'

Related Moves

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 – 11:09 PM

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 – 9:49 PM


Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo