RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn

The Chicago event's social media center was once a lonely place and RIAs didn't know a hashtag from tic-tac-toe

Author Guest Columnist Pat Allen July 6, 2015 at 10:05 PM
0 Comments
no description available
Pat Allen: It's official -- the head nod is being replaced by a session attendee lifting up a smart phone to snap a picture of a slide.

Conferences

|

Technology



Related Moves

June 24, 2024 at 11:48 PM

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 at 9:49 PM


Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.