RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Lifeworks"


Headline

Publish date


Ron Bullis is an accidental fintech entrepreneur whose do-it-yourself RIA software took on a life of its own.

How a disillusioned Northwestern Mutual breakaway broker turned his RIA software nightmare into a potential dream investment for Marty Bicknell

The 39-year-old created his own little B2C robo-advisor that collects $400,000 annually in subscription fees but a $1.8 million investment from the Mariner CEO will morph it for B2B RIA use

November 20, 2020 at 9:09 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo