Articles tagged "Steve Lockshin"
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Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar
The RIA principals are distributing the online asset manager service to fellow RIAs, and Fidelity is quelling an uproar of demand from RIA clients for robo answers for the mass affluent
October 15, 2014 at 1:00 PM
After bagging Google, Wealthfront hires a Facebook web-traffic pied piper to manage mega-prospects knocking at the door
With 'bigger' deals than Google in the works, Alison Rosenthal hits the ground running -- fast -- at the online RIA
October 2, 2014 at 11:31 PM
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
September 10, 2014 at 1:41 PM
What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?
Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move
July 25, 2014 at 11:15 PM
How Jon Stein plans to make the most of $45 million of VC money in remaking the RIA business
The Betterment founder says he is open to his B-to-B, read RIA unit, knocking his B-to-C business out of the spotlight
April 22, 2014 at 6:03 AM
Why Ron Carson brought Steve Lockshin onto his team and how Betterment fits into their plans
The head of LPL's flagship RIA and Barron's top independent advisor of 2011 are pooling brainpower and embracing the possibility of deploying strategic robo-advice
January 28, 2014 at 7:03 AM
An LPL-ified Fortigent bursts back on the scene with new software, new pricing and a surge of growth
After a tense waiting period, the outsourcer is unveiling alternatives to six-figure research contracts and the launch of an online portal for all services
October 14, 2013 at 5:13 AM
Chip takes a 90-minute rip at wealth management at the Tiburon CEO Summit
The event's name oozes self-importance until Roame takes the stage and blasts everybody, himself included
October 9, 2013 at 6:43 PM
What led to Advizent's end and why Steve Lockshin is unfazed, even energized
The RIA business -- including custodians, asset managers and advisory firms -- lived up to its reputation of resisting cooperation
May 15, 2013 at 11:00 PM
Why the industry needs to accept some blame for 'flaws' in PBS Frontline's 'Retirement Gamble'
The PBS report was slanted, simplistic and went in for shock value, say critics, but some in the industry say too-high fees are in fact the root of the problem
May 15, 2013 at 3:09 AM
Advizent will close its doors after a final flurry of negotiations
Charles Goldman and Steve Lockshin had a moment of truth after receiving offers for funding
March 28, 2013 at 11:43 AM
Jack Bogle steps aside as senior standards chairman at Advizent
The Vanguard legend reportedly had competing interests for his time
December 28, 2012 at 5:10 PM
RIABiz' 10 most-read stories of 2012: What fascinated you and why
Facebook, fallout from DOL's new 401(k) regs and happenings at Advizent, Addepar and Windhaven were reader catalysts
December 26, 2012 at 4:44 PM
Schwab is set to connect RIAs outside its referral network to HNW investors through its 'Got-milk'-style campaign
RIA Stands for You will use things like digital New Yorker ads, messaging and candid videos with RIAs is funneling down to phone calls from virgin prospects
November 19, 2012 at 5:12 AM
Schwab is creating an RIA MBA-equivalent to grease the skids of internal succession -- and internships to build an RIA worker-bee talent grab pile
One area of weakness for RIAs is finding the resources, time and expertise to train people, and Schwab is addressing the need
