News, Vision & Voice for the Advisory Community


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

Author Oisin Breen September 10, 2019 at 10:52 PM
no description available
Oleg Tishkevich: The confidence level is extremely high, there is no downside, [and] we already have substantial interest.

People Moves

Jeff Spears

Jeff Spears

September 11, 2019 — 11:02 AM
Great “idea”. The RIA business is growing and need experienced consultants to help. The biggest challenge will be fees and attribution. The independent space works for clients through minimizing conflicts but the exercise shrinks the fee pool for advisors and consultants.
Coach Maria

Coach Maria

September 18, 2019 — 4:40 AM
Well, of course when an independent firm chooses to work with a consultant, coach or someone who is both, it needs to look at all it's operations. DUH... All the pieces, from beginning to end need to work together to reach the processes goals like a well oiled machine. Operations encompasses what would be quite a few departments in a much larger firm. You don't want to go backwards, and end up like most of the smaller firms in the 1980's whose arms didn't know what the fingers were doing, and once they did learn, problems ceases to exist.

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March 11, 2021 at 11:49 PM

How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

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November 20, 2019 at 10:19 PM

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

InvestmentNews brings in 'turn-around specialist,' and a 'chief revenue officer,' following pandemic battering; then top editor and two reporters jump ship

InvestmentNews is adding people on the business side and losing veterans on the editorial side after suffering staggering COVID hit to live events, and its publisher calls modus operandi changes 'permanent.'

October 26, 2021 at 2:27 AM

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Mentioned in this article:

Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

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