RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles written by Terence Hong


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Jon Sundt: In 27 years of tracking, the average private equity return has outpaced the S&P by 2.5 times.

Feeling its oats in post-Genworth life, Altegris does a deal with KKR anchored by a big Merrill Lynch brokerage commitment

Using a deli-slicer approach, the San Diego liquid alts firm will make KKR billions available in $25,000 portions

May 13, 2015 – 5:55 PM

Pete Hess: I think we're really going to shock some people...it gives me a great feeling.

Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?

The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports

September 25, 2013 – 5:46 PM

Terence Hong: While Junxure’s lack of cloud integration was a source of criticism in the past ... the desktop application also benefited from relatively low cost, and performance was only bottlenecked by the user’s own hardware.

Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more

True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now

June 18, 2013 – 5:34 AM

Terence Hong: I can confirm that these technical challenges are not insignificant given a large readership.

What to make of Orion's efforts to expand RIAs non-renewable resource -- advisor face time

RIABiz technologist Terence Hong gives his first impressions of Orion Connect and Orion Mail

April 4, 2013 – 7:00 PM

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