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Articles tagged "Sterling Shea"


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Kings of RIA custody Mark Tibergien. Bob Oros, Tom Nally and Bernie Clark in a panel moderated by Sterling Shea -- and a pesky mobile app

How an iPhone app cut through stilted questioning at Barron's RIA custody panel in Scottsdale

Sterling Shea invited advisors to vote on pressing RIA questions via iPhone -- and they acidly asked Bernie Clark whether Schwab is robo-competing against them

March 27, 2015 at 7:13 PM

Bob Oros has climbed about every rung on the RIA ladder

Bob Oros jumps to the top 'RIA' spot at Fidelity

With Mike Durbin taking a new day job at the Boston giant, the sales journeyman of Schwab, LPL and TCoA fame gets a coveted title

March 5, 2015 at 8:59 PM

Sterling Shea: One day we may have an advisor from Edelman Financial on the list rather than Ric himself.

Getting inside Barron's Top-100-Advisor lists with some help from Sterling Shea

As the scrutinized lists expands and evolves, the Dow Jones newsweekly is striving to parse better from bigger -- all while keeping a promise to Rupert Murdoch

September 3, 2014 at 3:16 AM

Peter Mallouk: We're laser focused on clients and absolutely not focused on acquisitions and breakaways and trying to merge cultures. I'm not trying to be the most well-known person in the industry.

By outing a reluctant star in Peter Mallouk, Barron's Top 100 advisors list yields a surprise winner -- Leawood, Kansas

Is it the water supply, fate or a bizarre coincidence that Peter Mallouk and Marty Bicknell, Barron's No. 1 and No. 2 advisors for two years running, are based in the same obscure 12,000-household suburb?

August 29, 2014 at 5:08 AM

Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe

There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

March 25, 2014 at 3:34 AM

Michelle Smith: Wow, I'm going to capitalize on this. ... I drove a truck through [that] gap.

On Barron's panel at IMCA, three top advisors tell what knocked them on course

I compulsively listened to a divorce opportunist, an ex-Goldman, now Merrill fellow, and a Morgan Stanley consultant offer a diverse array of nuggets

June 3, 2013 at 6:33 AM

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