Articles tagged "FPPad"


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Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 — 6:56 PM UTC

Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit

MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services

July 25, 2016 — 7:49 PM UTC

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

August 31, 2015 — 6:19 PM UTC

Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel

Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads

December 9, 2014 — 9:34 PM UTC

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting

The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

April 21, 2014 — 3:36 AM UTC

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market

Mike Paulus was company president during its formative time and exemplified its faith in youth

March 24, 2014 — 3:33 AM UTC

What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities

Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

January 30, 2014 — 5:06 AM UTC

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

Audience remark at Andy Gluck's session at TD Ameritrade pre-event session sets off a tweet chorus

A college student needed two hours to break into an RIA's files and it took only minutes for Twitterati to pass the story along at TD

January 31, 2013 — 4:59 PM UTC

LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's

The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings

January 15, 2013 — 6:28 AM UTC