Articles tagged "Greg Friedman"


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With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian

Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference

May 1, 2017 — 4:14 PM UTC

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

October 24, 2016 — 2:48 PM UTC

Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'

The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering

August 15, 2016 — 8:03 PM UTC

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

April 25, 2016 — 7:41 PM UTC

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

November 5, 2015 — 7:26 PM UTC

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 — 4:34 PM UTC

Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers

Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up

May 27, 2015 — 8:21 PM UTC

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

San Diego event celebrates emerging advisors and their emerging custodian

April 27, 2015 — 5:37 PM UTC

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

September 17, 2014 — 5:15 AM UTC

INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades

Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15

June 9, 2014 — 3:45 AM UTC

Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down

With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears

May 6, 2014 — 4:24 AM UTC

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

January 23, 2014 — 6:21 AM UTC

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention

Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

November 14, 2013 — 6:32 AM UTC

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain

With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

September 18, 2013 — 3:30 AM UTC

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 UTC