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Articles tagged "David Lyon"


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Edmond Walters left eMoney and pops up as buyer agent of MoneyGuidePro on behalf of Cetera.
November 11, 2016 at 12:20 AM

Jasen Yang: BlackRock knows that if they can get regulators to put up more requirements ... then the barrier to entry into the robo business will go up.

BlackRock solicits more regulator scrutiny of robo-advisors, eliciting jeers and a cheer

The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem

October 11, 2016 at 3:46 PM

Tom Kimberly: It was my decision.

Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback

During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features

April 29, 2016 at 8:48 PM

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.

What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Sure she brings the Schwab robo playbook -- albeit the Reader's Digest version -- but insiders say Jim Rosenthal may have bigger reins for her to take

February 4, 2016 at 9:56 PM

Edmond Walters is making an exit, as bold in nature as his entrepreneurial reputation.

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

September 3, 2015 at 7:44 PM

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