Articles tagged "John Wotowicz"


HeadlinePublish date

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

November 18, 2014 — 7:00 PM UTC

Could inStream be the Next Big Thing in RIA technology?

Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

January 7, 2013 — 4:20 AM UTC
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