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How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

Author Guest Columnist Timothy Welsh February 13, 2014 at 5:49 PM
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Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Junxure
CRM Software
Top Executive: Greg Friedman

Envestnet Inc
TAMP
Top Executive: Jud Bergman

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

AUM alpha
Blog/Social Networking Tool
Top Executive: Patrick O'Connor



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