RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles written by Dina Hampton and Brooke Southall


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BlackRock recruited Michael Lane as it continues its quest to dominate the ETF market without chopping fees to nothing.

BlackRock poaches a DFA big to head its efforts to get RIAs to use iShares and connect more to BlackRock itself

The $6T New York manager gets Michael Lane to instill community building, Dimensional Fund Advisors-style, but it won't get him to leave Austin

June 2, 2018 – 2:16 AM

Charles Goldman: We bought the firm hoping the CEO would be there.

Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life

The Fidelity and Schwab veteran is criss-crossing the country as managing principal rather than part-time coach

April 10, 2014 – 3:27 AM

Felipe Luna: We're moving beyond advisors who just need turnkey.

With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

April 18, 2013 – 6:36 AM

Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

Top 5 most influential RIA figures of 2012 going into 2013

Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

March 13, 2013 – 9:11 PM

Mark Feldman: We're lining up outside funding. Schwab wants to be a partner.

Why a $1.5 billion RIA is selling internally this time -- perhaps with Schwab as 'investment bank' -- after a sale to an outsider went bad

Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership

January 7, 2013 – 8:56 PM

Shirl Penney and Todd Thomson: The reason to [go independent] is that you want to build equity in something that's yours."

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 – 4:18 AM

Ron Carson: It came to me that there was a better way to approach the industry.

The top 10 people to watch in the RIA business in 2012, Part 1

Forces changing the trajectory of the RIA movement

March 12, 2012 – 5:09 AM

Peter Hess drove the Advent-Black Diamond merger and may have created an RIA-friendly monster.

The 10 most influential figures in the RIA business going into 2012, Part 2

These advisors and executives made dramatic moves that advanced the business of registered investment advisors

January 4, 2012 – 5:46 AM

Andrew Salesky: We're very optimistic with the ability to build this model.
January 3, 2012 – 3:51 AM

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