Articles tagged "Vestorly"
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With Justin Wisz gone, Vestorly's new CEO jibes to algorithm licensing tack, wins Hootsuite and knocks old model, saying market is saturated by competitors
Ralph Pahlmeyer will play to his firm's sifting strengths, seek enterprise deals and think more like a software executive
November 21, 2018 at 7:09 AM
Did Vestorly just right-place, right-time itself into an advisor content force with Dow Jones deal -- and what seems set to follow?
The New York-based startup is out-Dow Jones-ing Dow Jones at distributing the Wall Street Journal to advisors but very much with its blessing, too
July 21, 2016 at 11:47 PM
Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach
Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift
June 10, 2016 at 4:20 PM
Why Ken Fisher still plans to work a 60-hour week despite handing off CEO role to 'badass'
The iconoclastic founder of the $65-billion RIA will write, research and mix with the troops, remaining omnipresent as Damian Ornani ascends to the CEO spot
March 23, 2016 at 8:59 PM
Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue
Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics
January 28, 2016 at 9:15 PM
Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down
With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears
May 6, 2014 at 4:24 AM
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
Five RIA happenings: MarketCounsel shapes up; Zohar emerges, a new RIA-focused recruiting firm pops up and two more
Zohar reappears; Dan Skiles cements his status in San Diego and TD's selects Mitt Romney as its keynote next month
December 9, 2013 at 7:42 PM
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 at 7:02 PM
How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals
Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients
June 21, 2012 at 4:39 AM
How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence
