Articles tagged "Brian Jack"
Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas
Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center
October 12, 2015 at 4:34 PM
At Junxure confab No. 2, Friedman kvells about his 6-week-old Cloud and announces closer ties with Pershing
Mark Tibergien was on hand to cement the Junxure-Pershing connection -- and to call baloney on Joe Duran's Cassandra-like forecast for RIAs