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How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use

Friday, November 20, 2020 – 9:09 PM by Lisa Shidler
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Ron Bullis is an accidental fintech entrepreneur whose do-it-yourself RIA software took on a life of its own.

Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell




Brian Patrick Murphy

Brian Patrick Murphy

November 21, 2020 — 7:25 AM
Good for him! This is the direction financial advice is headed, though I'd have recommended he stay focused on the B2C path a bit longer. Getting the product right for the consumer is a different animal than crafting a platform for advisors. But kudos to Mr. Bullis for recognizing the opportunity and ramping to a decent level - and pulling in further investment to move his vision forward.

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