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Articles tagged "Ted Tsung"


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Gregory H. Woods: The Court dismisses this action sua sponte [without prompting] without prejudice because Plaintiff BlackCrown Inc. is not represented by counsel.

Antitrust suit against Schwab and TD Ameritrade merger draws 'stunt' accusations and judge agrees

Franklin Tsung’s company, BlackCrown, filed suit in New York against Schwab and TD, but his decision to do so without a lawyer made it a clear 'stunt,' sources say.

January 3, 2020 at 5:26 PM

Rohit Mahna: [There's] a massive convergence as disruptive new entrants are forcing financial institutions to reimagine the entire customer experience across every line of business.

Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

September 19, 2018 at 10:20 PM

David Ireland: We started with Advent and Black Diamond integrations, then APX … now we're talking with other [SS&C] portfolio systems.

As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

May 15, 2018 at 5:26 PM

Brian McLaughlin: I wouldn't say we're directly targeting a go against a Salesforce, [But] from serving a lot of smaller advisors and firms, we are seeing a shift to larger AUM firms.

Downmarket Redtail hustles at 'crazy pace' to steal march upmarket as CRM rival Junxure wires merger and Salesforce relaunches as an off-the-rack product

The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers

May 10, 2018 at 9:00 PM

Fielding Miller: We had it narrowed it down to Tamarac and Black Diamond.

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves

January 4, 2018 at 10:56 PM

Greg Friedman: Either one is more than a full-time job.

Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean

WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy

January 2, 2018 at 10:28 PM

Neesha Hathi, who spent six years selling the Schwab-Salesforce super bundle, will now need a new pitch.

Schwab gives Salesforce the heave-ho as hub of Intelligent Integration

150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership

March 31, 2016 at 3:03 AM

Matthew Weibler: Commonwealth’s new CRM is shockingly fast.

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

December 2, 2015 at 4:58 AM

Shawn Carpenter: The reason we did the capital raise is growth has really accelerated pretty dramatically since mid-last year.

Morningstar throws more money -- and loses one of its own -- at keeping its stake in a Bloomberg-lite venture intact

The bullish Chicago data company leads a fourth round of funding for YCharts and one of its managers left to help the start up

June 2, 2015 at 5:03 PM

Keith Block: You're also going to see our industry strategy come into greater focus this summer when we introduce our first industry solution in wealth management.

Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers

Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up

May 27, 2015 at 8:21 PM

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