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Articles tagged "Sheryl Rowling"


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Greg Friedman (r., with Doug Fritz):This used to be a much more collaborative industry.

Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

October 2, 2017 at 9:00 PM

SSG software chief Dan Skiles makes his creative contribution to an advisor-crowdsourced painting.

With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

May 1, 2017 at 4:14 PM

Eric Clarke: When we did the agreement with TRX we knew there would be key learnings we could pick up along the way.

The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing

Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse

February 28, 2017 at 2:31 AM

Sheryl Rowling and Eric Clarke will join their softwares at the hip.

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond

Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors

March 25, 2014 at 1:30 PM

Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

September 17, 2012 at 9:38 PM

Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes

June 8, 2012 at 5:05 AM

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