Person

Andrew Lin

4 articles

Articles tagged "Andrew Lin"

Chris Cordaro: We have 25 different workflows in our system....If we waited for Schwab to develop best business practices for us we'd be five years behind.

Jun 22, 2012

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows

TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows

Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

Sep 14, 2011

As advisors flunk social media 101, CRM makers are starting to pick up the slack

Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

Brian Holmes: Client in the ultra high net worth (arena) are eager to refer.

Apr 12, 2011

How a $2 billion LA-based Schwab RIA doubled in size in five years with a laid-back California style

The John Hancock agents behind Signature believe they have cracked the code for near 100% retention

Andrew Lin: All of the competitors are willing to roll up their sleeves but Tamarac didn’t say: We’re the best at everything.

Apr 12, 2011

The inside story of a giant RIA's move to Tamarac from Advent

The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate

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Andrew Lin

Articles tagged "Andrew Lin"

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows

As advisors flunk social media 101, CRM makers are starting to pick up the slack

How a $2 billion LA-based Schwab RIA doubled in size in five years with a laid-back California style

The inside story of a giant RIA's move to Tamarac from Advent

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