Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab
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UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
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July 16, 2022 at 1:35 AM
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
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November 20, 2019 at 10:19 PM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
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Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
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March 11, 2021 at 11:49 PM
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
Dean Rager
I am sorry I missed your conference, it sound like you put on one hell of a good show for your first ever client conference. Good luck in the future and we look forward to working with you.
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