One advisor's strategy for growing a practice, dodging compliance issues and staying young: Kill the computer
E-mail's out; frozen raspberry salad is in for this MBA and CPA
Author Elizabeth MacBride January 8, 2010 at 5:24 AM
Related Moves
Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word
The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers
April 2, 2019 at 6:11 PM
Bill Winterberg
January 10, 2010 — 3:52 AM
With over 400 clients, how long will it take Mr. Hines to call Diana Poland when something “really, really bad” happens?
