Articles tagged "Marc Cohen"
Michael Kitces' debate with two top RIA custodians may have vaporized--causing him to pivot to a 'discussion'--but he still made his point--more transparency, now!
The serial 'Nerd's Eye' RIA entrepreneur didn't give an inch against LPL RIA chief, Marc Cohen, who insisted custody is about value, not fees.
March 18, 2022 at 2:00 AM
The 'Great Debate'--pitting Bernie Clark and David Canter against Michael Kitces--collapses after the Schwab and Fidelity custody chiefs have second thoughts
In October, Canter laid down the challenge, Clark sided with him and the Nerd's Eye View publisher and RIA advocate called their bluff.
March 14, 2022 at 2:57 AM
Dynasty Financial wins its first Goldman Sachs team -- a Schwab RIA now with $1 billion of UHNW advised assets
Amid 'uptick' nationally in Goldman Sachs teams bolting, David Darby and Melissa Gray reunite with big help from the New York umbrella firm and Black Diamond software
June 6, 2017 at 2:15 PM
MarketCounsel Summit weathers Trump mayhem as Scaramucci and Priebus bail and Kellyanne Conway makes a night flight to Miami
A frenzied speaker-substitution effort was capped by a wee-hours lobby stakeout for Conway
December 6, 2016 at 9:17 PM
MarketCounsel's MailBanc automates away some of the liability risk of instant communications
A web-based email archiving and compliance tool for small to mid-size RIAs