RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

People Moves Related to "Marty Bicknell and Fidelity enter into the mother of all cross-RIA referral deals"


Headline

Publish date


Facet Wealth appoints Mark Tibergien's 'reverse mentor,' Kayla Kennelly, to woo cast-off RIA clients, a boon to a mass affluent strategy that's failed more than once

Kayla Kennelly will play a key role for Anders Jones' startup, which got $33 million of VC money two weeks ago to accelerate its plan to roll-up small, unwanted RIA accounts

September 25, 2018 at 10:31 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo