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|