Articles tagged "Ken Golding"
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Ken Golding, who rewrote RIA software history only after Greg Friedman got three haircuts, stopped griping and acted on his hair stylist's advice, has died; he was 62
The Junxure legend was in Texas as a code writer for hire when he got a call from a shorn, California startup RIA owner, who was tired of using 'mail-merge' to integrate advice processes.
January 31, 2023 at 3:02 AM
Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean
WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy
January 2, 2018 at 10:28 PM
At FPA's Norcal event, wary advisors are told how to stop worrying and love the cloud
RIABiz' editor storms The Palace at the San Fran conference, listens in on tech chiefs soothing mobile angst and checks out the after-party in an old-time saloon
