Articles tagged "MoneyGuidePro"


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Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 — 12:05 AM UTC

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

February 16, 2016 — 7:19 PM UTC

20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients

After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade

December 23, 2015 — 7:49 PM UTC

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

November 5, 2015 — 7:26 PM UTC

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

October 22, 2015 — 6:10 PM UTC

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'

The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

October 22, 2015 — 12:37 AM UTC

Strung out on Red Bull, and stung by a red-faced landlord, 70 tech nerds and Russian-style judges, Eric Clarke pushes RIA app coders to new limits in Utah suburb

No panels, no PowerPoint no breakout sessions -- just tech whizzes from competing firms striving to integrate their systems to better serve financial advisors

September 18, 2015 — 6:16 PM UTC

The buzz at RIA event in San Diego was how to get buzzed, dole out buzzes as inducement to automate practices

The intellectual puzzle of the Envestnet-Yodlee deal was one game played but Laser App's featured speaker took gaming deeper

August 24, 2015 — 4:08 PM UTC

Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 — 3:30 PM UTC

How exactly I started a specialized RIA for under $10,000

Andrew McFadden started Panoramic Financial Advice out of his Fresno, Calif. home and cut costs to the bone -- except where only retail would do -- and isn't afraid to send micro-accounts to a competitor

March 17, 2015 — 6:49 PM UTC