James J. Green
ThinkAdvisor
New York, NY, United States
Contact James J.
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Past articles by James J.:
Why Griffin Black Head Jane Beule Puts People First
The leader of RIA firm Griffin Black is a financial analyst and Harvard MBA who’s conversant in tech and knows what's most important. → Read More
TD Ameritrade Upgrades Veo One, AdvisorClient; Presents Tech Awards
At LINC conference the custodian enhances advisor end-client platforms while funding new third-party tech. → Read More
Why Greg Friedman Puts Culture at the Top of An Advisor CEO's Role
After an eventful 2018 Private Ocean’s skipper finds his leadership approach validated. → Read More
Warning to Advisors: Your Clients Don’t Always Listen to You
Hartford survey finds communication disconnects (e.g. on bear markets) between advisors and clients. → Read More
First Ascent Nears $300M Goal; Gets $1.5M in New Funding
Scott MacKillop says unique approach to portfolio management makes it “fastest growing TAMP from scratch.” → Read More
Schwab Quietly Provides a Welcome Mat for Smaller Advisors
Jalina Kerr’s service group is happy to serve the needs of RIAs with less than $100M in AUM. → Read More
The New Future of the Profession: ‘Longevity Advisors’
Hartford’s John Diehl on how advisors can help clients live better longer lives. → Read More
Start With a Risk Number, End With New Clients: Snappy Kraken
Snappy Kraken creates an automated lead-gen campaign for Riskalyze users. → Read More
Goals-Based Financial Planning Now Focus of Wealth Firms: Aite
Wealth management firms “need to create experiences rather than products” when it comes to financial planning Aite Group says. → Read More
Here’s Where It Costs Most, and Least, to Be Rich
SmartAsset ranked the states based on the tax burdens faced by the highest-earning 1%. → Read More
Bruckenstein: Don’t Serve 21st Century Clients With 20th Century Tech
“Beware of ‘crappy portal syndrome,’” Joel Bruckenstein warns advisors at his T3 conference. → Read More
Josh Brown’s 3 Social Media Tips for Advisors
At the T3 conference, the Reformed Broker humorously divulged how he and his partners at Ritholtz Wealth have become social media stars. → Read More
Envestnet Wants to Help Advisors Beat Robos at Their Own Game
Envestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations. → Read More
Fidelity Names David Canter to Head RIA Channel
Fidelity’s practice management executive will replace departed Bob Oros; Matt Chisholm to assume Canter's duties in consulting and practice management. → Read More
Why Trump Advisor Scaramucci ‘Hates’ DOL Fiduciary Rule
At Pershing advisor meeting, an argument for keeping noncorrelated assets in clients’ retirement portfolios, and a warning on disinflation. → Read More
TD Ameritrade Cuts Equity, ETF Trade Commissions to $6.95 in Latest Price War Salvo
One day after Fidelity cuts are matched by Schwab, TD trims online equity, ETF and options trading costs. → Read More
Advisor M&A Growth Is ‘Subplot of a Bigger Story,’ Says Schwab’s Beatty
Record number of 2016 transactions reflects growth of RIA industry and confluence of buyers’ and sellers’ shared search for "durable" businesses. → Read More
Fidelity Posts 20% Profit Increase on Modest Revenue Growth in 2016
"Careful cost management" provided $3.5 billion in operating income for the year on a 3.4% rise in revenue to $15.9 billion. → Read More
Acquired RIAs Have Become Acquirers: Dave DeVoe
M&A expert says it was a "breakout year" for sub-acquisitions amid record dealmaking among RIAs. → Read More
Lori Hardwick, ‘Entrepreneur at Heart,’ Ponders Post-Pershing Options
As she leaves her COO role at Pershing, Hardwick says she's intrigued by international possibilities. → Read More