Articles written by Graham Thomas

CEO Hamburger promised more pure, high-level thinking from decision-makers and got it, causing emotions to run high.

The RIA business's traveling roadshow set high standards for chatter in Scottsdale, Ariz.'s high heat and generated a surplus of quotes

The Creative Planning CEO sees green pastures but for the United Capital manager 'the golden era is over' with Goldman Sachs there to pick up the pieces

Joel Bruckenstien lured the RIA world to low-cost Denton, Texas and the RIA world brought stories of breakthrough deals, data and Clever domes

The Fidelity exec shows forward thinking; the Wells Fargo exec talks branded RIAs and the cage match ... not so much

Joel Bruckenstein keeps rolling with the ceaseless demand for RIA software events that he leads where a 'platform mafia' is beginning to dominate

It's technically a small dispute with the CFP Board but any rift is big when it's your Siamese twin

At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky

The giants like Fidelity, BlackRock and Envestnet come to get down with the innovators and the startups strut like giants

Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles

In his first public speech, Tim Buckley warned that asset managers no longer have the target on their backs -- but advisors do

Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed

RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance

Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital

Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too