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How the RIA business made a dent at the 2014 Finovate conference in San Jose

Personal Capital and Motif presented and United Capital was there in force

Friday, May 2, 2014 – 6:20 AM by Guest Columnist Zohar Swaine
Admin:
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Zohar Swaine: I couldn't help but wish for the inclusion of more technologies applicable to the wealth management space and RIAs in particular.

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Mentioned in this article:

United Capital Financial Advisers
RIA Welcoming Breakaways
Top Executive: Joe Duran

BrightScope, Inc.
Data and ratings for RIAs




Kelli Cruz

Kelli Cruz

May 3, 2014 — 3:50 PM

Nicely done Zohar thanks for sharing this recap of the conference. Very comprehensive and useful information. Good to see it is not a pay-to play speaker format and the short presentation format is refreshing.

Marie @ PF Pro

Marie @ PF Pro

August 1, 2014 — 1:08 PM

Wow, that EyeVerify is very interesting! Btw, we just did a review of Personal Capital on our site and I couldn’t believe how much information they give you for free. Almost seems too good to be true

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