Sep 10, 2012
5 recent acts of courage in the RIA business
Scott Leonard, Tim Kochis, Ron Rhoades, Steve Lockshin and Mike Brown have each shown backbone in their own way
Person
Steve Lockshin
55 articles
Articles tagged "Steve Lockshin"
Page 4 of 4Aug 17, 2012
Lockshin: All advisors must deal with the threat of low industry standards -- before investors do it for them
The gains of the last 20 years could be scuttled if advisors don't band together to raise the standards of training and education
Jul 31, 2012
Advizent makes Jack Bogle its standards czar, a no-pay, no-conflict position
The RIA brand will depend on a gold standard of rules and audits
Jun 4, 2012
Advizent hits $100-billion asset target in a matter of weeks triggering hires
The RIA grand brand and co-op gains momentum as Charles Goldman goes all-in
May 4, 2012
After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors
BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors
Apr 24, 2012
What the reincarnation of E.F. Hutton says about the pace at which RIA business is moving
It's the latest in a series of recent ventures marked by infectious enthusiasm by founders -- and few details about their business plans
Apr 24, 2012
How Gerald Graves grounded a high-flying career trajectory to get back to basics -- with a 6-foot-11 former NBA player at his side
After top executive spots at Schwab Institutional and M Financial, Graves started Filagree Advisors from scratch and is careful to avoid 'scope creep'
Apr 9, 2012
Why a $2-billion RIA is embracing the idea of a $1 million annual marketing tab, and how Advizent fits in
Brighton Jones is getting marketing religion despite needing very little to get to its current size in 12 years
Apr 5, 2012
Steve Lockshin and Charles Goldman begin to unveil Advizent, a venture that could put thousands of RIAs under a single cooperative
The Convergent CEO and ex-chief of the Schwab and Fidelity RIA custody units will refer consumers to advisory firms -- but only after doing an intensive 'audit'
Oct 2, 2009
Charles Schwab will speak and his fellow CEOs will listen
Schwab chairman gets short-changed one award, says other recipient