RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside

Pinnacle has hit $1.3 billion of AUM and is pushing forward aggressively with hires, strategic plans and offering 'office hours' with the planning research head dubbed 'stump the Kitces'

Author Kelly O'Mara July 10, 2014 at 5:22 AM
Admin:
0 Comments
no description available
Joseph Saldana: It's like sitting at your house and watching a storm blowing in from the horizon — you don't really know how bad it is until it's upon you.

Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Kitces.com
Consulting Firm
Top Executive: Michael Kitces




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo