RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles written by Guest Columnist Scott MacKillop


Headline

Publish date


Scott MacKillop: We participate in these programs because they are not pay-to-play programs.

Scott MacKillop offers a view on industry awards contrary to Bob Veres, who took the Luminaries, Wealthies and others to task for editoral/sales conflicts

'We see them as merit based. If we win an award or receive recognition as a finalist, we feel that it means something.'

October 15, 2022 at 12:38 AM

Many of the 61 hikers went to Montana to power mingle or just get out of the house.

Almost sidetracked by 'bear market,' Chip Roame's and Skip Schweiss's hike-and-network group goes (mostly) long-only in Montana with an upsized group

The Tiburon CEO Summit off-shoot took a decade to grow from 13 aging white guys to a cavalcade of 61 men and women on the age spectrum who like a brutal challenge near a soft hotel bed -- and may represent a succession plan in the making.

August 26, 2021 at 7:38 PM

Chip Roame brings equal ardor in leading CEO Summits and leading a sub-culture to mountain peaks.

Skip Schweiss and Chip Roame reward RIA super-hikers with soft beds, sharp rocks and 'junk food' to slog New Hampshire's Presidential Traverse

The Excellent Adventure crew of Tiburon CEO Summit origins glamped it and roughed it on a hike famously dangerous despite low elevation peaks

July 29, 2019 at 7:46 PM

Tackling the wilds of Alaska more imposing than balancing a portfolio

Chip's and Skip's 'Excellent Adventure' breaks RIA stereotypes, sheds risk aversion for 'gut-busting' Alaska hike; black bears, grizzlies and moose, oh my!

This year the Excellent Adventure crew assembled in Girdwood, Alaska for a trek up the Crow Pass Trail, which meanders through a rain forest inhabited by black bears, grizzly, and moose.

August 20, 2018 at 5:30 PM

Scott MacKillop: Your theory assumes that if some rebalancing is good, then a lot must be better.

The three big defects in Andy Rachleff's theory of robo-advisors' ineluctable destiny of domination

Robos no doubt are tireless machines that perform tasks like tax-loss harvesting at a higher frequency than RIAs. But at what cost?

February 27, 2017 at 6:23 PM

Scott MacKillop: The public sees us all as being members of the same club.

RIAs should ask not for whom the DOL-rule sharks swarm ... they swarm for you, too

Advisors who truly aspire to be part of a respected profession need to oppose the furious efforts to revive the commission-broker ethos from the top seat of government

February 9, 2017 at 10:39 PM

Scott MacKillop: The real concern is that the rule will prevent the industry from charging retirement plan clients high fees and offering them conflicted advice.

The time is now for the investment industry to shed its shameless culture or pay a steep price

Enough feeble excuses and convoluted rationalizations for delaying the DOL rule

January 19, 2017 at 7:03 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo