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14 articles
NYDIG cashed out Marty Bicknell, Ric Edelman, Josh Brown and others who provided $9 million in initial backing for the Alfred's firm.
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
'New Moves in the Biz' -- winter edition -- charts high-profiles hires to low-profile firms and vice-versa in the greater RIA galaxy
With Mark Casady and Josh Brown as backers, the former BrightScope CEO raised a quick $1.5 million over the weekend, partnered with a third Alfred -- Eddie -- and set about casting light on 1,000 cryptocurrencies for hedge funds
The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd
Bears, lightning, not to mention the 'Frigid Air Pass' and the 'Soul Crusher,' challenged the RIA adventurers on their fourth, and most grueling, trek
One competitor is convinced the Alfreds are merely rewarding fee obfuscation but the San Diego iconoclasts refuse to be discouraged
The San Diego-based data tracker opens a window on the practices of 450,000 advisors; skeptics say it crosses a line
Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges
RIA competitors (i.e. brokers) face daunting challenge of explaining complex revenue-sharing arrangements
Capital Directions is building a TAMP for advisors that want to get into the 401(k) business
A San Diego-based company gives a peek behind the curtain of many of the 60,000 largest defined contribution plans
Steve Utkus suggests a flaw in BrightScope's system and Ryan Alfred is having none of it
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