Articles tagged "inStream Solutions"


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Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps

In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

November 7, 2013 — 7:02 PM UTC

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

January 22, 2013 — 4:15 AM UTC

Could inStream be the Next Big Thing in RIA technology?

Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

January 7, 2013 — 4:20 AM UTC
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