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Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

The Buckingham Companies chose inStream to overcome the 'dead' plan problem

Author Lisa Shidler November 18, 2014 at 7:00 PM
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Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

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May 7, 2024 at 5:04 AM

Mercer is hiring ex-Schwabbies like crazy after five-year AUM jumps from $9B to $56B -- with a big bump in the past 12 months -- using 100 IARs who only sell the RIA as chum for M&A

The Denver RIA poached high-level McKinsey talent as CFO and a smattering of Schwab, Fidelity, TD Ameritrade, LPL, and RBC talent to keep up with growth and ambition of late bloomers.

February 27, 2024 at 2:50 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Mercer Global Advisors
Advisory Firm
Top Executive: David Barton

inStream Solutions
Financial Planning Software
Top Executive: Alex Murguia



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