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Articles tagged "Brooke Southall"


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Starting RIABiz in 2009 was about making do from my houseboat couch and well before I had a cell phone.

RIABiz turns 13 after riding out COVID-19 and grows at a record rate by trusting that our readers and advertisers 'get it'

Founded in the can't get-worse 2009 financial crisis, the Mill Valley, Calif. publication grew in the 2020-2022 COVID crisis right along with the RIA industry.

August 16, 2022 at 1:45 AM

Brooke Southall's faith in organic growth has yielded a real RIA organism.

RIABiz turns nine, gets new faces and some facelifting to stay on top of the hottest corner of the financial services industry--RIAs

The online publication adds Keith Girard as editor and Oisin Breen as writer, stays on 14% revenue growth rate without bending to sponsor pressures or using a gram of ink

September 5, 2018 at 3:53 PM

Brooke Southall and Frank Noto stick to a simple business model at RIABiz.

RIABiz turns eight with Moss Adams-style growing pains and -- finally -- accelerating growth

The Mill Valley, Calif.-based publication grows 13% again in the 12 months ended July but pipeline assures higher 2017-'18 rate of increase

August 24, 2017 at 7:48 PM

At 'Southall Financial Advisors' we seek to rob the investing process of excitement. We only abide zealous moderation. But we also moderate our moderation. We see danger in euphoria and opportunity when depression envelops.

RIA value is exciting when the dynamism of moderation is understood and put in the right words

Registered investment advisors know that finding equilibrium isn't simply 'the middle' but a dynamic shifting process using mind and heart

January 9, 2017 at 10:14 PM

Brooke Southall: Our articles won't be confused with press releases, get obscured by takeover ads, be interrupted by pay walls, or be cheapened by the presence of sponsored content pretending that it's not pretending to be real.

RIABiz turns seven, with a central new 'problem'

With our inauspicious 2009 start year long gone, we see the chance to achieve a bigger destiny as RIAs rise and legacy publications embrace pay-for-play content models

August 10, 2016 at 7:18 PM

Kathleen McBride: [Non fiduciaries] want to be able to check off the box and in so doing find ways to work around the rule.

DOL rule still has feet tangled in the struggle to define difference between 'suitability' and 'fiduciary'

Fiduciares keep flunking a definition of useful accountability and the giant brokerage lobby keeps exploiting its 'F'

June 27, 2016 at 6:26 PM

The tangible damage that a loss of money can do in our lives is often substantially less threatening than the amorphously intangible fear of losing control of some portion of our destiny, our pride and our sense of security.

Three ways RIAs can reassure clients when they're feeling none-too-assured themselves

The objective isn't to cure the disease but to treat the myriad of symptoms being experienced until healing can occur

January 22, 2016 at 12:23 AM

Brooke Southall: Our business cards, inert in their boxes, are still our main print product.

RIABiz turns six, with plans to keep riding an ever-swelling RIA wave

The Mill Valley, Calif.-based website strives for a new journalistic model, based on old-fashioned values, to cover an advice industry going through a parallel set of changes

August 7, 2015 at 4:56 PM

The deer don't mind the un-white Christmas of Maine.

Frozen toes in Maine make a welcome change from California's rains

Remmie the labradoodle and a new angel atop the tannenbaum mark their first Christmas at the Southall 'up nawth' homestead

December 23, 2014 at 2:39 AM

Cup holders, like robo-capability, matter whether or not they should.

How the new RIA competition is akin to the cup-holder dilemma for automakers

Many robo-innovations are superficial but are nonetheless looked for by investors as a sign of substance

September 18, 2014 at 6:18 PM

Brooke Southall: We all live in glass houses and RIABiz is no exception -- especially when you ask for criticism.

RIABiz gets some intense third-party feedback loaded with affirmations and a few wake-up calls

A Huffington Post column and our first-ever survey help define just what a pure online publication for RIAs should look like

June 23, 2014 at 4:29 AM

Brooke Southall: By using 'robo' we say to snippy entrepreneurs: Take your cutesy website, your fancy VC backing, your geeks and your Harvard, Stanford or MIT degree and go back to your ivory tower.

Why I find the term 'robo-advisor' objectionable and unhelpful

In the end, all good advisors will likely be both bionic and biological and terms of art creating a false distinction are unhelpful

April 1, 2014 at 4:14 AM

Brooke Southall: No client ever walked in the door saying they were looking for efficiency, per se.

What the RIA Hippocratic oath would look like -- in plain English

As advisors we Do the Right Thing naturally -- don't we? Thinking through what it means to be a truly trusted go-to money M.D.

January 6, 2014 at 2:52 AM

Jason Lahita: We marketing mavens had determined to tweet until our fingers bled.

How a Twitter 'storm' extended the MarketCounsel Summit from hundreds to thousands of people and showcased the potential of tweets

A PR team discovers the value of the ubiquitous social media tool but also the perils inherent in sending your 140-character stream of consciousness through the ether

January 3, 2014 at 5:49 AM

Brooke Southall: There are only so many flavors of trust, integrity and character.

The 10 biggest threats to the RIA business heading into 2014

The fiduciary planning model is taking shots from every angle but the jugular looks inaccessible

December 27, 2013 at 11:02 PM

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