News, Vision & Voice for the Advisory Community


SmartAsset bars new RIA clients from buying referral milk without renting the whole lead-generating cow for $25K a year -- a smart move, analysts say

The New York City referral generator is countering rival Zoe with broader offer, but it may now encounter out-of-niche providers like SS&G, FMG, or Hearsay.

Author Oisin Breen March 19, 2024 at 1:30 AM
1 Comment
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Michael Carvin: The vision is to offer 'a wide range of referral generation...'
Brooke Southall and Keith Girard contributed to the editing of this article.


Brian Murphy

Brian Murphy

March 19, 2024 — 5:18 AM
DOA...referral model has never worked at scale, and the churn associated with it is kind of ridiculous. So now they want to lock you in for a subscription. Good luck!

Related Moves

July 13, 2021 at 1:46 PM

Andres Garcia-Amaya taps two industry vets to guide Zoe Financial through the RIA referral market's rocky shoals, which have sunk more than one firm

Backed by a $2 million VC injection from JP Morgan and ex-BlackRock execs, the NYC startup appoints wirehouse veteran Robert Deutsch and Acorns' investment guru Chris Jones to board

October 9, 2018 at 8:55 PM

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