As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion
In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him
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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
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
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 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
Michael Kitces and Adam Birenbaum are now on the same $50-billion Buckingham team after the blogger called the young CEO with a multi-pronged proposal
Kitces is leaving Pinnacle - after 17 years - for fewer conflicts and more opportunity
March 12, 2020 at 1:45 PM
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MarketCounsel | Hamburger Law Firm
Consulting Firm, Compliance Expert, Legal Services for RIAs
Top Executive: Brian Hamburger
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
FPPad.com
Consulting Firm
Top Executive: Bill Winterberg
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
Kitces.com
Consulting Firm
Top Executive: Michael Kitces
J.L.Livermore
Lisa,
Wow! I haven’t had so much fun since the days of Joel and Andrew duking it out over technology turf! But this is amazing in so many ways. To Tim Welsh’s comment ““It remains to be seen whether this will actually hurt the T3 brand or not” I don’t see how it won’t. Regarding “while anyone running a conference is entitled to earn a profit… it may be awkward for T3 to solicit sponsorship… now that it’s been revealed… a $458,000 profit” all I have to say is I had heard that trade-shows were very profitable events but this is quite a take. It seems to me that settling via arbitration would have saved both gentlemen a lot of grief, embarrassment and likely a significant loss of revenue and both public and private sponsorship.
JLL
