Author

Mia Diamond

6 articles

Articles written by Mia Diamond

Eric Poirier: We are still in the very early days in terms of penetration in the RIA industry.

Sep 26, 2017

Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections

The Silicon Valley-based CEO seeks to change how RIAs invest by what they can track with a new API and a fresh $140 million of VC money to see it out

Joe Duran: The majority of the people in the industry are the walking dead, and they don’t even know it.

Aug 21, 2017

Power Player: Joe Duran powers beyond old 'roll-up' labels even as his United Capital roll-up shifts into a higher gear

In America few second acts surpass the first but the United Capital CEO is on at least his third act -- and he's a native African

Part of Jon Stein's power lies in taking New York's media glare in stride.

Aug 11, 2017

How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce

Stein, 38, tightened reins at his NYC robo-advisor this year when the COO departed, stuffing more cash into a war chest and adding CFP-wielding humans to the mix at every turn

Bill Harris: We are constantly showing what your cash flow is, you have to be good at saving.

Jul 31, 2017

Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price

Personal Capital has a leg-up in the mass production of classic RIA-to-high-net-worth services using technology, people and process, even if the brand elicits shrugs

Peter Mallouk: If you look at our growth rate, it was just as high before any book came out, so it’s just another thing that gets information out there to people.

Jul 18, 2017

Power Player: Peter Mallouk hired 100 advisors in the past year to sop up referrals and fill 12 new brick-and-mortar branches

Creative Planning's chief got his firm to $26 billion of AUM without M&A or big breakaway brokers but Tony Robbins, who giveth, may present new challenges for the down-home Kansas firm

Larry Raffone: They can’t plan for retirement because today is getting in the way of tomorrow.

Jun 26, 2017

Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA

One analyst calls Financial Engines' Personal Advisor a 'massive long-term opportunity' but the rollout is slow and details are scant

Mia Diamond

Articles written by Mia Diamond

Power Player: Addepar's Eric Poirier drags RIAs to seek alpha in a beta world even as the advisors demand -- and get -- eMoney and FolioDynamix connections

Power Player: Joe Duran powers beyond old 'roll-up' labels even as his United Capital roll-up shifts into a higher gear

How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce

Power Player: Bill Harris raises yet another $40 million on strength of winning big accounts willing to pay a grown-up price

Power Player: Peter Mallouk hired 100 advisors in the past year to sop up referrals and fill 12 new brick-and-mortar branches

Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA

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