Articles tagged "Jason Lahita"


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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

August 21, 2017 — 10:48 PM UTC

The art of the leveraged deal: Borrowing against the patience of a Chinese buyer, 41,000 FAs and the White House ethics office, Scaramucci scores 10 days of fame and runway to do more deals

Hedging his bets, 'the Mooch' took out Priebus and stayed 'on track' to sell his SkyBridge stake to the Chinese at an above-market valuation

August 1, 2017 — 11:41 PM UTC

Anthony Scaramucci tweets his way to Donald Trump's side after flaming out of investment business

After jumping into the fray to defend Donald Jr. on Twitter, 'the Mooch' -- once (maybe twice) fired as a Goldman Sachs broker -- will craft communications for Donald Trump as financial and legal smoke threatens to burst into flame

July 21, 2017 — 11:45 PM UTC

MarketCounsel Summit 2016 -- the theme is when the boss calls, you go

The Fontainebleau glitters, but not with newly minted Trumpsters, as Summit chief Brian Hamburger got more than he bargained for with the conference's theme of 'change'

December 9, 2016 — 4:41 PM UTC

Credible reasons Facebook and Google won't become robo-RIAs and other things I learned at Hearsay Social-Pershing event in San Francisco

The atmosphere was SOMA startup, the 20-plus RIAs wore suits and dresses and Mark Tibergien was in listening mode

May 15, 2015 — 7:08 PM UTC

Hiring 'ringer', Big Four wirehouses launch joint RIA custody unit to stem breakaway broker tide as its leader delivers a reluctant 'sorry' for the 2008 financial debacle

Out of retirement, F. Siddley Barth takes reins of 'dark' effort that will gain light at upcoming Tiburon CEO Summit

April 1, 2015 — 3:30 PM UTC

How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets

A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether

January 3, 2014 — 5:49 AM UTC

What I experienced as a passenger in LAX when the bullets started to fly

The reality sunk in more as I stood with a TSA agent with blood on his ankle

November 2, 2013 — 7:01 AM UTC

Mystery solved: Josh Brown and Barry Ritholtz start RIA -- or is that actually where the intrigue begins

After a couple of years of 24/7 tweeting and blogging, the duo is poised to scoop up talent on the cheap, keep it simple and dare to offend but experts say they also need to avoid 'talking heads' syndrome

October 11, 2013 — 6:19 PM UTC

Bloomberg warns that BloombergBlack is shutting down

The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road

July 25, 2013 — 10:29 PM UTC

Schwab CEO issues 'sincere' apology, reassures on data security and calls attacks a 'fact of life' after website goes down

Walt Bettinger also declares mea culpa surrounding long wait times for telephone service late on Tuesday

April 25, 2013 — 3:08 AM UTC

How my experiences with RIA pioneers, and the love of my mother, inspired me to a different breakaway story

Jason Lahita had mentoring from Joe Duran, Ron Carson and Mindy Diamond but his mother's early onset dementia gave him the final nudge to take a risk

February 18, 2013 — 8:36 PM UTC

Cetera rebrands divisions in its own name, but $1-billion advisor defects to a rival startup

Cetera says the move will help advisors attract clients, but RMR Wealth Builders, seeing it as prelude to a sale, has signed on with IEP Financial

September 18, 2012 — 5:47 AM UTC

Amazed and confused: Advisors struggle to make sense of Bachus' Wall Street Journal Op-Ed salvo

House panel chief dives back into the oversight fray, but confusion persists over timing, intentions

August 7, 2012 — 3:22 AM UTC

How JPMorgan's PR mojo downgraded a $3-billion PR typhoon to a five-day squall

Availability, self-criticism and starting from a position of credibility all helped short-circuit the relentless media laser

May 23, 2012 — 3:01 AM UTC