RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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:
no description available
Megan Carpenter: 'The rules of the game have changed.'

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!

Related Moves

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Alan Moore can't catch a break; AdvicePay CEO exits after seven months, adding job he hoped to escape back on top of XYPN role; search on for new AdvicePay president

The job will be step below CEO, and new hire must have affinity for both touchy-feely culture and aggressive growth in Montana's wide open expanses

March 9, 2024 at 2:58 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

Bill Crager is dropping CEO role after multiple shoes dropped; the company insists it was his 'decision' but vision, Yodlee future uncertain

The co-founder of the $5.3-trillion AUA outsourcer of software and investments was pressed to take the job under the most adverse circumstances, then second-guessed by stakeholders as he managed the cards he was dealt.

January 9, 2024 at 4:09 AM

See more related moves

Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo