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Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?

AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

Author Steve Garmhausen January 8, 2015 at 5:55 PM
3 Comments
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Steve Lockshin: The long play is as this generation of advisors turns over that we’ve created the time and space for advisors to focus on things that give their clients joy.

Steve Lockshin

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Marty Bicknell

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David Zier


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Related Moves

January 19, 2021 at 6:32 PM

Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

The co-founder of the New York robo-advisor headhunted the ex-Viacom brass through Harvard professors on the down low to ostensibly scale operations.

December 8, 2020 at 5:27 PM


Mentioned in this article:

Mariner Wealth Advisors
RIA Welcoming Breakaways, RIA Serving Endowments/Foundations, Advisory Firm
Top Executive: Marty Bicknell

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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