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Articles tagged "ActiFi"


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Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

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 at 11:59 PM

Can RIAs do TED? George Tamer gives it a go.

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 at 6:07 AM

Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

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 at 5:30 PM

Chris Cordaro: We have 25 different workflows in our system....If we waited for Schwab to develop best business practices for us we'd be five years behind.

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 at 3:36 PM

Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

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 at 4:04 PM

David Canter: We hear from advisors at least on a weekly basis that they're looking to upgrade technology.

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 at 3:14 PM

Brian Stimpfl: There's an attraction and a curiosity to a different way of doing business.

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 at 1:17 PM

Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

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 at 11:49 AM

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