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COVID-19 crushes RIA conference schedule; 100 gatherings are in jeopardy along with the bottom lines of publications and organizations

Pershing INSITE is the latest biggie to cancel and firms are all over the map about when it'll be 'safe' for more than 10 people to gather at any one time.

Author Lisa Shidler April 14, 2020 at 5:58 AM
Admin:
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Megan Carpenter: 'The rules of the game have changed.'

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Bill Crager makes critical hire of 'step back from the numbers,' Joshua Warren, replacing 'brother' Pete D'Arrigo at CFO; Warren had a big role at BlackRock -- Envestnet's biggest stakeholder

The Envestnet CEO gets 'very, very impressive' 43 year-old BlackRock exec; the New York asset manager happens to be Envestnet's largest stakeholder.

September 27, 2023 at 2:48 AM

InvestmentNews slashes up to 21 full- and part-time staff ahead of Key Media takeover of struggling publication -- leaving employees to scramble with no notice or severance

The London-based owner of the U.S.B2B publication informed staff at 9 a.m. today, with top editor Paul Curcio part of the exodus.

June 27, 2023 at 10:19 PM

Biz Briefs: The sorry scene at my local First Republic branch • Schwab launches new (smaller) lay-off round • Schwab hoovers pennies passing FINRA fee to clients • Gensler pleas for funds • Fidelity owner's private equity pres. retires • an Orion-Envestnet staff switcheroo • LPL dumps FutureAdvisor

Range Rovers screeched in and drivers joined a grim queue to get their cash, and cookie • The Schwab-TDA deal cull count now stands at roughly 3.5% of its staff • FMR's hockey star president has stepped down • SEC chief wants more enforcers • An Envestnet executive proves joining a rival is good business • LPL now has an in-house robot.

April 29, 2023 at 1:36 AM

Another RIA whisperer, Julian Lopez, has left Schwab Advisor Services after 24 years to join LPL, which he sees as more advisor-focused and 'entrepreneurial'

The Houston executive, like Kelly Smith in Chicago, was considered a key service talent for RIAs though Lopez says his circumstances differ.

February 23, 2023 at 8:14 AM

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Kitces.com
Consulting Firm
Top Executive: Michael Kitces




Paula DeLaurentis

Paula DeLaurentis

April 14, 2020 — 9:19 PM
The SRI Conference & Community is alive and well. Please join us from 11/8 -11/11 www.sriconference.com Also submit a speaking proposal!

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