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FSI to help member firms provide health care benefits
RETIREMENT RETIREMENT PLANNING FEB 06, 2015
FSI to help member firms provide health care benefits

The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz

Barry Ritholtz, Ritholtz Wealth Management
NEWS RIAS FEB 06, 2015
Barry Ritholtz, Ritholtz Wealth Management

Ritholtz has been a leader in his use of social media, including his blog, the Big Picture, to promote his business

Aaron Klein, Riskalyze
YOUR PRACTICE FINTECH FEB 06, 2015
Aaron Klein, Riskalyze

Klein built a business around assessing investors’ risk tolerance.

Brian Hamburger, MarketCounsel
NEWS REGULATION AND LEGISLATION FEB 05, 2015
Brian Hamburger, MarketCounsel

Hamburger founded MarketCounsel to provide a one-stop, multidisciplinary shop offering business and regulatory compliance consulting to RIA startups

Deborah Fox, Fox Financial Planning Network
NEWS RIAS FEB 05, 2015
Deborah Fox, Fox Financial Planning Network

Fox created a business to train advisers in planning and documenting work processes

Ed Slott, Ed Slott & Co.
RETIREMENT RETIREMENT PLANNING FEB 04, 2015
Ed Slott, Ed Slott & Co.

Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.

Catherine Berman, CNote
YOUR PRACTICE FINTECH FEB 04, 2015
Catherine Berman, CNote

Berman is CEO and co-founder of CNote, an investment platform that focuses on fixed income and cash, and also on social impact

Innovative Firm finalists
YOUR PRACTICE PRACTICE MANAGEMENT FEB 03, 2015
Innovative Firm finalists

See the finalists for the Innovative Firm awards, which highlight broker-dealers, custodians, fintech firms, asset managers, wirehouses, RIAs and other companies

Cynthia Loh, Charles Schwab & Co.
NEWS INDUSTRY NEWS FEB 03, 2015
Cynthia Loh, Charles Schwab & Co.

Loh worked in investment banking before jumping to a tech startup

Judson Bergman is InvestmentNews' 2020 Icon
YOUR PRACTICE FINTECH FEB 03, 2015
Judson Bergman is InvestmentNews' 2020 Icon

Bergman founded Envestnet, arguably today’s largest and most successful technology company in the financial advice industry