RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Ed O'Brien"


Headline

Publish date


Ed O'Brien: “It’s just interesting timing, quite frankly."

Ed O'Brien recalled to Fidelity's mothership, bestowing him with power perhaps second only to 'Abby,' a key observer says, though at a huge cost--the sudden decapitation of eMoney

The suddenness of the move caught O'Brien off-guard, but Mike Durbin has consistently said his goal is to infuse investment management with wealth management and eMoney, which O'Brien calls home, sits at that intersection.

March 10, 2022 at 2:27 AM

Joel Bruckenstein: MoneyGuidePro is looking to grow into the more complicated planning space with larger RIAs and family offices, where eMoney has been the tool of choice.

At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins

Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles

February 12, 2018 at 10:29 PM

Mike Durbin draws the brightest lights at his old firm.

eMoney -- with an immense Fidelity presence -- pulls out stops to debut RIA robo AMP, which shared buzz bandwidth with Envestnet M&A

The Radnor, Pa.-based software firm drew 800 attendees with advisors knowing they'd get sun, fun and Mike Durbin thrown in for good measure

October 4, 2017 at 9:10 PM

Mike Durbin didn't know he'd end up as the eMoney CEO when he agreed to oversee its onboarding.

Mike Durbin takes new RIA+ job at Fidelity after an unlooked-for two-year eMoney mission concludes

After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies

December 8, 2016 at 12:08 AM

Drew DiMarino: Anytime we get a chance to present to the top advisors, we’ve got a very good chance of winning

eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much salesmanship

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

July 7, 2016 at 5:14 PM

Jon Patullo [r.] with Jim Dario: We started here in Texas with nine vendors in 2010 to start the conversation.

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 at 12:05 AM

Ed O'Brien: When you look at what eMoney is doing, it is creating tools to help advisors that don't even clear or custody with Fidelity.

As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions

March 18, 2016 at 8:18 PM

Edmond Walters: We've integrated MoneyGuidePro. People say they are our competition. We don't care.

What to make of Fidelity Investments paying $250 million out of the blue for eMoney

The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less

February 12, 2015 at 6:06 AM

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 at 6:01 AM

'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients

Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

May 1, 2014 at 6:46 PM

Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show

Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

February 13, 2014 at 5:49 PM

Neesha Hathi is striving for 'one-step publishing.'

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter

The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

November 12, 2013 at 5:10 AM

Justin Wisz (r.): There is an incredible opportunity for advisors to use digital channels to generate leads for their businesses.

Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps

In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

November 7, 2013 at 7:02 PM

Bernie Clark: I couldn't stress enough that if we didn't do well then our competitors would be right behind us.

A sometimes defensive Bernie Clark makes four points pertaining to Schwab's RIA custody business in an update to Wall Street

The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII

August 26, 2013 at 5:24 AM

The lobby at 315 Summer St. is airy, high-ceilinged, adorned by bright modern art and nobody engaged in conversations qualified in my mind as a dour New Englander.

My day of visiting the Fidelity campus in Boston and what vision and vibe I experienced

There's a Silicon Valley feel of natural light, spread-out buildings and sleeve-rolling that contrast with previous visits

July 12, 2013 at 1:39 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo