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Articles tagged "Totum Wealth"


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Gail Graham's four-plus years at United Capital was more high-charged than projected.

United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride

The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot

September 8, 2017 at 9:25 PM

Part of Jon Stein's power lies in taking New York's media glare in stride.

How Power Player Jon Stein's braggadocio about how Betterment is the next Amazon may be a blind distracting from stealth IPO moves and surgical deployment of a flesh-and-blood workforce

Stein, 38, tightened reins at his NYC robo-advisor this year when the COO departed, stuffing more cash into a war chest and adding CFP-wielding humans to the mix at every turn

August 11, 2017 at 4:13 PM

Mark Tibergien with his uber-millennial interviewer, Min Zhang, who got an answer to the question of how long he plans to stick around.

Part of futuristic Pershing Insite 2017 is Mark Tibergien letting RIABiz know that he is intensively grooming his own successors

The Pershing Advisor Solutions CEO came aboard in 2007 but he'll leave a much bigger, younger, more feminine, techier unit -- with more of a BNY Mellon feel to it

June 19, 2017 at 11:12 PM

Joe Cianciolo [with Simon Roy]: The future is the next five to 10 years. The millennials don't have that much money.

Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco

Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap

April 4, 2017 at 5:38 PM

Aaron Klein [with chief of staff Evan Pope]: My Risk Number is 88 and it’s probably a pretty good guess as to why we waited so long before raising capital!

How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money

The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos

November 30, 2016 at 10:08 PM

John Wotowicz: You have to build brick by brick.

Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two

The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel

October 12, 2016 at 10:44 PM

Venus Williams (with Sallie Krawcheck looking on): I wanted to become involved because I believed in Sallie. (Photo credit: LinkedIn)

With $9 million in second-round VC bucks from Venus and friends on the books, Ellevest's AUM remains ground bound

Sallie Krawcheck has yet to bring her infectious hold on fellow UHNW women to mass affluent women and their expensively long life spans

October 6, 2016 at 7:44 PM

Betterment has gone from placards atop NYC cabs to fusion with Uber's ubiquitous mobile app.

Betterment wins Uber account from under the nose of its Silicon Valley robo-rivals

The New York robo-advisor won the mega de facto pension plan of the San Francisco-based hail-a-ride app maker

August 24, 2016 at 1:05 PM

Charles Goldman: They're buying the management team.

Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price

AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return

April 12, 2016 at 3:47 AM

Min Zhang: It seems advisors don't want us to stop there; the want us to provide solutions. And I think they're right

Yodlee schools RIA tech startups at The Vault and RIABiz stops by

Hedgeable and Totum were among attendees at the San Francisco brain-in where Yodlee exposes its API and lends its experience

March 7, 2016 at 9:42 PM

Min Zhang: We think about body-mass index. The questions can feel awkward.

With algorithms and awkward questions, an ex-PIMCO 32-year-old crashes the RIA business

Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth

January 9, 2016 at 12:17 AM

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