Articles tagged "Exencial"
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Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on
Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors
November 16, 2015 at 7:53 PM
A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs
The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city
November 10, 2014 at 7:57 AM
The 2013 MarketCounsel Summit is heavy on future shock
A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg
December 16, 2013 at 7:44 AM
With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog
After a big 2011 merger, the Oklahoma-based firm is back in deal mode targeting the Southwest
February 7, 2013 at 6:24 AM
How Charles Goldman, Philip Palaveev, Brian Hamburger and Tim Oden -- and my cabbie -- caught my attention at MarketCounsel Summit
Tussles over scale, branding and professional service played out vividly in Vegas
