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Articles tagged "Brouwer & Janachowski"


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Tony Orme: Our strategy is that while I am building sales and marketing processes and hiring two new experienced wealth advisors to accelerate organic growth. Steve will focus on acquiring RIA’s

Brouwer & Janachowski gets its rainmaker --the former head of $18-billion Bernstein office -- in a 'grand experiment' to grow from $1.7 billion to $5 billion in AUM

The $1.7 billion Mill Valley, Calif.-based RIA signs on Tony Orme, a player/coach who will work with existing advisors as well as handling high-end clients himself.

January 6, 2020 at 6:32 PM

Peg Pike: Let’s face it -- women can relate to women better than men on financial matters.

When Steve Janachowski's RIA hit the $1-billion wall, he started hiring women execs and talking M&A; Now he's at $1.7 billion but still seeking to validate his strategy

Bookended by poaching Peg Pike to COO in 2014 and Jill Carothers of late, the Brouwer & Janachowski CEO is seeing success but no great surge in women clients -- yet

December 26, 2018 at 6:16 PM

Kunal Kapoor: Research and ratings of active funds is likely to continue to play a role in fund selection in the future.

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

March 22, 2017 at 8:15 PM

Evan LaHuta: Is it reasonable to offer this type of discount for new clients, but not your long-term valuable existing clients?

Schwab launches biggest RIA-targeted price war in years -- but TD and Pershing say they won't play along

In what may be a prelude to commission-free RIA custody era, Schwab eliminates equity and ETF commissions for all new clients for a year; Fidelity says it is still cheaper

July 1, 2016 at 8:25 PM

Steve Janachowski: I don't take the phone calls or I wouldn't get anything done.

Why only 10% of elite RIAs are receptive to fund wholesalers yet depend on a handful of good ones

Fund wholesalers say the research based on the FT 300 distorts reality and RIAs admit liking what wholesalers provide under the right conditions

February 6, 2016 at 12:27 AM

Rita Lee: It's not bad at all.

Schwab's robo for RIAs is set to launch in next 10 days, to delight of online forerunners

The San Francisco custodian's Institutional Intelligent Portfolios is expected to legitimize the robo concept but significant unknowns remain

June 19, 2015 at 6:02 PM

Vilas Naralakattu: My initial reaction was 'oh crap,' but I got a lot more information and I talked to the folks at Orion, I felt much better.

Orion signs on three $1 billion-plus RIAs on its even-keeled Omaha reputation then rocks its own boat with a sale to Boston firm

Pinnacle Advisory Group, Brouwer & Janachowski, HK Financial Services bought Orion for scaling and nervously accept that it made its own scaling move

February 20, 2015 at 8:51 PM

The real and metaphorical hire of Peg Pike in its execution and promise made for a stunning webinar.

Three RIAs, three big-time hires and the story of how it all came together

Dwight Mikulis, Steve Janachowski and Marty Bicknell reveal their contrasting hiring styles and why chief operating officer is the job du jour in the RIA industry.

December 1, 2014 at 8:00 AM

Peg Pike: I looked at a number of opportunities. It's rare.

How one $1.3-billion RIA in Tiburon found its woman by taking the 'grueling' route

Steve Janachowski was determined to do 16-hour 'test-drives' of all candidates and finally Peg Pike proved more hard core than him

August 25, 2014 at 11:09 PM

Karin Risi: To the extent there's conflict, it's always been there.

How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch

The fund giant has 250 CFPs on staff for VPAS in Malvern, Charlotte and Scottsdale and virtually no minimum or maximum client size

July 14, 2014 at 12:00 AM

Talking to Chuck is likely going to cost you a few thousand more.

Schwab Private Client edges its fee closer to the classic RIA standard

Schwab Private Client jacked its price 20% and its minimum fee jumps 60%

July 4, 2014 at 12:56 AM

Stephen Janachowski: Partnerships are harder than marriages.

With cash and grace, Brouwer & Janachowski attracts another $100 million firm by creating a never-say-retirement home for older RIAs

Using Seton Smoke deal as a template, the $1.1 billion RIA adds a firm helmed by a local 68-year-old

September 17, 2013 at 4:40 AM

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