Articles tagged "Aaron Klein"

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Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

January 28, 2016 — 9:15 PM UTC

With algorithms and awkward questions, an ex-PIMCO 32-year-old crashes the RIA business

Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth

January 9, 2016 — 12:17 AM UTC

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

November 5, 2015 — 7:26 PM UTC

Eric Clarke rolls the API dice by posting Orion software's code online

By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

May 8, 2014 — 2:57 AM UTC

What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

January 30, 2014 — 5:06 AM UTC

How to get going on Twitter

This social media can be the most intimidating to start but it can be the best and most effective, too

May 21, 2013 — 6:01 AM UTC

Two firms that have love-hate relationships with RIAs draft their harshest critics to serve as consiglieres

Advisor-rater BrightScope and tech startup Riskalyze draw two smack-talking industry observers into their inner circle

April 16, 2013 — 1:36 PM UTC

Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients

Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook

February 15, 2013 — 6:14 AM UTC
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