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Articles tagged "Monument Wealth Management"


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David Armstrong: If the robo-advisor was truly the panacea of any service industry, WebMD would have put every single medical practice on the face of this earth out of business.

How RIAs can compete with super-RIAs, robo-RIAs and the 'phono'- and faux-RIA market of 2015 and beyond

A transcript of the recent webinar includes thoughts from an RIA owner, a top RIA lawyer and RIABiz reporter

October 10, 2014 at 3:55 AM

Monument Wealth Management designed its office around its 200-square-foot Planning Room, where partners use custom-made glass panels to offer clients a free, detailed look at their finances.

Advisor Spotlight: Monument Wealth Management shows that A-plus office space isn't just for ad agencies and law firms

The former Merrill brokers moved to a bedroom community but kept the urban chic

March 21, 2011 at 2:34 PM

Rob Kantor: Merrill Lynch came after us, saying we stole everything. We knew they would, but ... that was a little overwhelming.

Breakaway story: How Merrill Lynch breakaways built a firm that's adding advisors, and assets at $2-$5 million a month

XML's team turned down two buyout offers and faced down a lawsuit to build a top firm near the nation's capitol

September 9, 2010 at 4:33 AM

Keith McKenzie: We really don’t want to take a day off. We’re having so much fun with the business.

RIAs take short, BlackBerry-intensive vacations in the summer of 2010

Taking a break from the grind for advisors is more like business-lite as markets roil

August 12, 2010 at 3:51 AM

The breakaway team held conference calls with LPL in David Armstrong's car.

Two years later, a Merrill Lynch breakaway team has no regrets

No one took a pay cut, no one is answering to a manager anymore, and there's never a question about buying a stapler

May 21, 2010 at 4:40 AM

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