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Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas

Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center

Author Guest Columnist Timothy Welsh October 12, 2015 at 4:34 PM
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Greg Friedman [flanked by Patrick Yip and Dan Skiles]: In our early years, wealth management was easy. Now, however, the game has changed.

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Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto



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