Articles tagged "Randy Bullard"
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Randy Bullard won the job to build Hightower’s first centralized investment platform but winning RIAs may be bigger challenge
The Chicago rollup's new, $324 billion platform is for 'it-can't-won't-be-forced on' advisors, but the ex-Charles River executive is ready to take on the challenge.
September 5, 2025 at 2:32 AM
Startup that feeds RIAs tax data -- directly from the IRS -- has analysts calling it a 'holy crap,' 'game-changer,' and made believers out of Eric Clarke, Ric Edelman and Randy Bullard
TaxStatus Founder Charles Almond has seemingly made the impossible possible -- though questions linger about how long it can hold off competitors and whether RIA clients will sign off on data
September 3, 2025 at 2:30 AM
Michael Kitces' plan for XYPN 'corporate' RIA invites new risks but could revive his 10,000-member network goal -- sometime in the future -- his previous 10-year timetable, notwithstanding
The Virginia RIA guru's decade-old solo-RIA shop has 1,800 members and helps file 1,000 ADVs annually, but now he and partner Alan Moore may pair their unique brand with a more vanilla, steamlined one -- ADV platform -- perhaps the best of two worlds?
October 3, 2023 at 3:27 AM
Marty Bicknell-led Shark Tank-style contest chooses to back super-ambitious RIA-automation startup, but his $25-billion RIA'll keep Orion for now
ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential
August 1, 2018 at 5:17 PM
Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse
The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals
April 26, 2017 at 5:41 PM
After years of working to stand on its own two feet, Placemark staggers into the arms of Envestnet
The future looked nova-bright in 2006 when Smith Barney labelled the Dallas-based advisor, but since then the UMA specialist has fallen short of expectations
July 3, 2014 at 3:24 PM
TD Ameritrade paves the way for breakaway books of business to transfer intact
PlaceMark deal modifies unified managed account platform so advisors can plug in their former wrap managers
