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The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas

RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance

Author Graham Thomas November 7, 2017 at 1:00 AM
Admin:
no description available
Joel Bruckenstein (w/Brian McLaughlin): This can become a de facto industry standard by providing something that does not exist today: true end-to-end protection, as well as a baseline of due diligence.

Stephen Winks

Stephen Winks

November 7, 2017 — 4:16 PM
Could it be on the verge of an entirely new scalable advisory services business model that relies on expert prudent process, digitization and real-time client holdings data to achieve continuous, comprehensive counsel of fiduciary duty in a departure from the old outdated product distribution model? SCW

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Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement

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November 15, 2023 at 3:24 AM

Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

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See more related moves

Mentioned in this article:

MarketCounsel | HamburgerLaw
Compliance Expert, RIA Set-up Firm, Regulatory Consultant
Top Executive: Brian Hamburger

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Hamburger Law Firm
Legal Services for RIAs
Top Executive: Brian Hamburger

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Riskalyze
Tech: Other
Top Executive: Aaron Klein

Carson Group
Consulting Firm
Top Executive: Ron Carson

Advizr Inc.
Financial Planning Software
Top Executive: Hussain Zaidi



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