Articles tagged "John Michel"


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The loss of John Michel weighs across the RIA business -- a doer with a '1000-megawatt smile'

Only 62, the original Merrill Lynch fintechie breakaway modernized the advice business and led with his kind demeanor

July 9, 2020 — 1:38 AM

HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say

The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract

March 27, 2019 — 9:41 PM

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

March 30, 2018 — 8:39 PM

Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'

The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering

August 15, 2016 — 8:03 PM

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 — 6:19 PM

Can Schwab, six years late to the robo party, 'freeze the market', catch up and blow doors?

The potential is awesome but the San Francisco giant is currently generating PR for an offering that does not yet have a launch date

October 29, 2014 — 8:22 PM

Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein

MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme

August 28, 2014 — 5:48 AM

BloombergBlack rematerializes as CircleBlack minus Bloomberg

John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled

July 15, 2014 — 5:19 PM

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
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