Articles tagged "Brian Shenson"

HeadlinePublish date

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 — 7:53 PM UTC

Postscript: What exactly should we make of the T3 phenomenon?

True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote

February 15, 2013 — 6:02 AM UTC

Schwab bluntly reviews PortfolioCenter to coax thin-skinned software vendors to its Zagat-like forum

Our take on Schwab's self-review: It's disarmingly fair but short on specifics -- and just plain short

February 12, 2013 — 6:50 AM UTC

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

November 14, 2012 — 5:23 PM UTC

Schwab's plan to quickly get 1,750 RIAs off the desktop gets pricing and a pilot

Schwab PortfolioCenter will finally have a cloud option that doesn't take away an advisory firm's control of its data

October 26, 2012 — 4:01 AM UTC

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits

NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

October 26, 2012 — 3:59 AM UTC

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

June 19, 2012 — 4:02 AM UTC

Schwab shifts its strategy on its massive Intelligent Integration

Schwab evolves to a platform-of-platforms strategy for technology rather than hand-picking best-of-breed applications

June 7, 2012 — 4:56 AM UTC

RIAs flock to Dallas for the T3 technology conference

The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds

February 21, 2012 — 6:17 AM UTC

Dreamforce review: Social media enters the business cloud and why RIAs should care

Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors

September 2, 2011 — 6:16 PM UTC