Articles tagged "Kelly Waltrich"
'New Moves in the Biz' section rises as human assets in RIA business flow
The RIABiz micro-stories are diverse. A robo startup star migrates to legacy-land, Sallie Krawcheck hires a CMO, an ex-NBA player bounces out of Goldman and an advisor moves back to Cleveland to put the '& son' in his father's RIA
January 3, 2018 at 7:28 PM
How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick
Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks