Articles written by Graham Thomas
Headline
Publish date
Unbowed, Envestnet's Bill Crager says 'We are right there,' at MarketCounsel Summit, while Brian Hamburger plumbed Joe Duran and Jon Beatty for answers on two big M&A deals
CEO Hamburger promised more pure, high-level thinking from decision-makers and got it, causing emotions to run high.
December 14, 2019 at 11:30 PM
The 7 best quotes at WealthStack not uttered by Peter Mallouk, Joe Duran or Barry Ritholtz
The RIA business's traveling roadshow set high standards for chatter in Scottsdale, Ariz.'s high heat and generated a surplus of quotes
September 12, 2019 at 3:07 AM
Peter Mallouk and Joe Duran described the RIA business like they were from two separate planets, spinning heads at WealthStack
The Creative Planning CEO sees green pastures but for the United Capital manager 'the golden era is over' with Goldman Sachs there to pick up the pieces
September 12, 2019 at 3:00 AM
T3, held in two-cow town, churns out big news -- much of it about Apprise Labs, RightCapital debuts-- as industry shifts to planning from portfolio management
Joel Bruckenstien lured the RIA world to low-cost Denton, Texas and the RIA world brought stories of breakthrough deals, data and Clever domes
February 6, 2019 at 4:42 AM
Mike Durbin speech spellbinds; David Kowach prompts head-scratching and Brian Hamburger-Dale Brown showdown has one tense moment at Market Counsel Summit
The Fidelity exec shows forward thinking; the Wells Fargo exec talks branded RIAs and the cage match ... not so much
December 8, 2018 at 5:06 AM
T3 takes Vegas again in the year of 'delivery,' but it's not all about software arriving at the RIA doorstep through chief delivery men and women
Joel Bruckenstein keeps rolling with the ceaseless demand for RIA software events that he leads where a 'platform mafia' is beginning to dominate
October 31, 2018 at 6:27 PM
FPA soldiers through CFP Board tension at its 2018 national event
It's technically a small dispute with the CFP Board but any rift is big when it's your Siamese twin
October 11, 2018 at 3:51 AM
Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems
At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky
October 3, 2018 at 6:14 PM
Wild role swaps at InVest 2018 as Schwab recasts its engineers into micro teams and Acorns founder talks macro corporate partnerships
The giants like Fidelity, BlackRock and Envestnet come to get down with the innovators and the startups strut like giants
July 17, 2018 at 10:23 PM
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles
February 12, 2018 at 10:29 PM
At Inside ETFs, Vanguard CEO skipped over ETFs to get to a hotter topic -- mass delivery of financial advice
In his first public speech, Tim Buckley warned that asset managers no longer have the target on their backs -- but advisors do
January 30, 2018 at 10:13 PM
An RIABiz advertising exec derives hard meanings from soft comments made by big shots at MarketCounsel Summit
Post-TD Tom Bradley, post-refinanced Elliot Weissbluth, post-divorce David Bach and Ric Edelman, post-protocol Shirl Penney and post-windfall Marty Bicknell were among execs who tipped their hands and hearts about where they are headed
December 12, 2017 at 2:18 PM
The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas
RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance
November 7, 2017 at 1:00 AM
The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board
Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital
October 9, 2017 at 7:57 PM
Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show
Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too
