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Ezra Group

6 articles

Articles tagged "Ezra Group"

John Wise may have run out the Motive clock on delivering his vision.

Apr 26, 2023

InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow

Dubbed an 'Envestnet killer,' the LA company has yet to deliver disruption from its $1 billion VC investment combined with roughly $1.5 billion of other motley gems.

Keith Gregg: I own this company and I don't need anyone or anything else.

May 4, 2018

Derek Bruton joins Keith Gregg as Chalice Wealth Partners makes urgent Dynasty-lite bid bolstered by $4.5 million and Aaron Schumm

The two San Diegans of LPL and First Allied fame are hungry for success and redemption after a few stop-and-go years

Mark Matson: Our values and Schwab's values are different.

May 10, 2017

Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal

With 'reset' mindset, Matson Money trains his advisors to meet with investors en masse following a Weight Watchers script

Kevin Knull: Despite frigid temperatures, an old sports injury, and fluid in my lungs from acute mountain sickness, we made it to the summit in 6 hours and 9 minutes.

Apr 7, 2017

Talent exodus at MoneyGuidePro revealed by posting from Mount Kilimanjaro includes two Knulls

The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories

Tim Hockey: I understand why advisors might be nervous about that.

Jan 26, 2017

New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture

Tim Hockey, poised to meet advisors in San Diego next week, allows that RIA business is a 'real gem' but may also be priming the pump to put more proprietary products on the shelves at 600 TD and Scottrade branches

Tom Kimberly: Incumbent custodians like Charles Schwab and others haven’t kept up.

Nov 19, 2015

Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor

Fresh off selling Upside to Envestnet, Tom Kimberly is Betterment Institutional's general manager and architect of a new vision

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Ezra Group

Articles tagged "Ezra Group"

InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow

Derek Bruton joins Keith Gregg as Chalice Wealth Partners makes urgent Dynasty-lite bid bolstered by $4.5 million and Aaron Schumm

Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal

Talent exodus at MoneyGuidePro revealed by posting from Mount Kilimanjaro includes two Knulls

New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture

Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor

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