How Omaha is emerging as the RIA business' center of gravity
With no mountains to block your views or salt air to rust your car, you can get down to business with no distractions and low expenses
Related Moves
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal
October 5, 2018 at 6:05 PM
RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig
Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.
December 3, 2022 at 3:16 AM
See more related moves
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Carson Group
Consulting Firm
Top Executive: Ron Carson
CLS Investments, LLC
TAMP
Top Executive: Todd Clarke
Peter Giza
Brooke,
Having spent many months in Omaha in 2012 and 2013 I can vouch for it. Omaha is a great city with many wonderful sites. I spent so much time there I brought my wife and daughter with me at separate times to take in the sites. It would be hard for me to leave the ocean, but I would definitely put Omaha on my short list of places to live for a stint. The food is really great and woefully I have to admit that their seafood rivals Boston! And yes it is true – the people are amazingly polite and helpful. As a car and driving fanatic it is a drivers dream. My only regret while being out there is not having a Porsche GT to blast around in:) The road system is like Indy. All in all a great place full of great people and definitely a great place to establish a corporate presence.
Pete
Pete Giza | VP Bus Dev | WealthSite | www.wealthsite.com
WealthSite – Concierge Portfolio Accounting, Reporting, Reconciliation & Consulting
http://indijskie-films.ru/user/kopetpdmrm/
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