RIABiz

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RIABiz

Articles written by Graham Thomas


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Bill Crager (right):  'We have seen dark days, been challenged; [it's] not OK to just get through.'

Unbowed, Envestnet's Bill Crager says 'We are right there,' at MarketCounsel Summit, while Brian Hamburger plumbed Joe Duran and Jon Beatty for answers on two big M&A deals

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

December 14, 2019 – 11:30 PM

WealthStack was staged in a desert setting that Bugsy might approve of.

The 7 best quotes at WealthStack not uttered by Peter Mallouk, Joe Duran or Barry Ritholtz

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

September 12, 2019 – 3:07 AM

Joe Duran (with interviewer Josh Brown): You (RIAs) have no distinct offering that makes people want to go to you.

Peter Mallouk and Joe Duran described the RIA business like they were from two separate planets, spinning heads at WealthStack

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

September 12, 2019 – 3:00 AM

Bob Edmonds and Bob Curtis proudly teaming up sent tremors through the competorati.

T3, held in two-cow town, churns out big news -- much of it about Apprise Labs, RightCapital debuts-- as industry shifts to planning from portfolio management

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

February 6, 2019 – 4:42 AM

Mike Durbin: We have a chip on every square on the table.

Mike Durbin speech spellbinds; David Kowach prompts head-scratching and Brian Hamburger-Dale Brown showdown has one tense moment at Market Counsel Summit

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

December 8, 2018 – 5:06 AM

Joel Bruckenstein: I wonder if TD hasn’t had moments where they feel like they opened Pandora’s Box.  I know that after Veo was created, it wasn’t long before the vendors were clamoring for more, and that hasn’t stopped since.

T3 takes Vegas again in the year of 'delivery,' but it's not all about software arriving at the RIA doorstep through chief delivery men and women

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

October 31, 2018 – 6:27 PM

Sheryl Garrett: I think it could be too much power at one entity.

FPA soldiers through CFP Board tension at its 2018 national event

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

October 11, 2018 – 3:51 AM

Michael Kitces (pausing the violin section): Our failure rates are ludicrously low.

Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems

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

October 3, 2018 – 6:14 PM

Neesha Hathi says Schwab micro-arranged how its engineers work.

Wild role swaps at InVest 2018 as Schwab recasts its engineers into micro teams and Acorns founder talks macro corporate partnerships

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

July 17, 2018 – 10:23 PM

Joel Bruckenstein: MoneyGuidePro is looking to grow into the more complicated planning space with larger RIAs and family offices, where eMoney has been the tool of choice.

At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins

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

February 12, 2018 – 10:29 PM

Tim Buckley: With mutual fund fees coming down, the highest fee is the advisory fee itself.

At Inside ETFs, Vanguard CEO skipped over ETFs to get to a hotter topic -- mass delivery of financial advice

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

January 30, 2018 – 10:13 PM

Shirl Penney (2nd from r., flanked by Rich Gill, Marty Bicknell and John Furey): ​Breakaways should expect to 'pay a 25% settlement fee moving forward.'

An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit

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

December 12, 2017 – 2:18 PM

Joel Bruckenstein (w/Brian McLaughlin): This can become a de facto industry standard by providing something that does not exist today: true end-to-end protection, as well as a baseline of due diligence.

The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas

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

November 7, 2017 – 1:00 AM

Graham Thomas interviewed Michael Kitces about the elephant in the FPA tent.

The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board

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

October 9, 2017 – 7:57 PM

Richard Powers: If [new products] don’t differentiate in product design or exposures, some form of traditional active is how many firms look at ETF’s as 'my only shot.'

Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show

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

September 13, 2017 – 5:26 PM

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