Articles tagged "Finance Logix"


HeadlinePublish date

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change

The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

May 7, 2015 — 8:31 PM UTC

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

May 6, 2015 — 9:57 PM UTC

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

May 4, 2015 — 7:37 PM UTC

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

February 16, 2015 — 8:27 PM UTC

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 — 6:01 AM UTC

Eric Clarke rolls the API dice by posting Orion software's code online

By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

May 8, 2014 — 2:57 AM UTC

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas

A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

April 28, 2014 — 6:13 AM UTC

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

April 29, 2013 — 6:04 PM 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

The FPA throws its annual gathering in a spirit of renewal after years of membership decline

The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up

October 3, 2012 — 3:29 AM UTC