Articles tagged "ActiFi"

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Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?

'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

May 1, 2013 — 11:59 PM UTC

How the FPA sexed up its 2013 Business Solutions Conference

One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes

March 11, 2013 — 6:07 AM UTC

Where RIA technology stands heading into 2013 after 2012 lost some steam

Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

January 2, 2013 — 5:30 PM UTC

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows

TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows

June 22, 2012 — 3:36 PM UTC

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace

Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

December 14, 2011 — 4:04 PM UTC

Fidelity jumps into the game of providing technology for picking RIA technology

Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names

September 15, 2011 — 3:14 PM UTC

Brian Stimpfl resurfaces in an entrepreneurial mode

The TD Ameritrade fixture teams up with Spenser Segal at Actifi; he took a few yoga classes

January 28, 2011 — 1:17 PM UTC

Unravelling why a big, loyal SEI advisor moved its assets to Schwab

In automating wealth management, Dick Smith chose Adhesion and needed custody

September 27, 2010 — 11:49 AM UTC
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