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Articles tagged "Grant Rawdin"


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Jon Stein: Every month is bigger than the last.

On strength of $1.4 billion of AUM and 90 RIA clients, Betterment raises $60 million of VC funding as it looks to disrupt RIA custody

The New York City-based robo added $1 billion in 11 months and (sources say) has bigtime RIAs contemplating it as a primary platform, CEO Jon Stein says

February 19, 2015 at 2:01 PM

Karen McIntyre: When you're talking about a firm with 30 to 40 branches, it's hard to find a place where you can put your personal stance into the company.

$1.6 billion RIA nabs Fidelity's $1 billion-man and a United Capital advisor seeking a gilded local brand

Philadelphia-based Westcott brings on a recruiter and a specialist in women in transition

March 6, 2013 at 5:06 PM

David Gaskin: It was time to move on.

A 17-year Vanguard veteran seeking new horizons lands at a Philly RIA with big plans

Wescott Financial brings on David Gaskin as COO with plans to add to it advisors, offices and $1.6 billion of assets

May 2, 2012 at 3:23 PM

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