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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

Author Guest Coumnist Timothy Welsh August 24, 2015 at 4:08 PM
no description available
Gabe Zichermann: In a game setting, you are challenged and achieve success through a swipe of the finger hundreds of times an hour. And it isn't just the millennial generation that are addicted. [Bill Winterberg, FPPad.com. Used with permission ​]




Stephen Winks

Stephen Winks

August 24, 2015 — 8:35 PM

The reason why software executives are at a loss to explain Yodlee is they are focused on very narrow applications that are ancillary to advice. Envestnet must address the advisory services business in its entirety, with that context, Yodlee makes great sense if one is interested high level expert advisory services with is beyond the scope of most software vendors. But there is pressure on Envestnet to execute an overarching expert advisory services strategy. Critics may be correct, but if not, they are vulnerable to what is coming, putting brokerage and custody services on a far higher advisory service plane.

Stephen Winks



August 26, 2015 — 8:15 PM

Great article – Great event.

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Mentioned in this article:

Financial Planning Software
Top Executive: Bob Curtis

Grendel Online
CRM Software
Top Executive: Aaron Guidotti

Laser App Software
Document Management
Top Executive: Ed Beggs

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