Articles tagged "Nevin Freeman"
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Incoming Charles Schwab CEO toes edge, telling RIAs he will greenlight spot coin trades, maybe 'in short order' under Trump, but conservative firms still must have 'risk appetite,' SEC attorney cautions
Rick Wurster says Schwab is watching regulators but regulatory attorneys say financial chiefs ultimately must contend with risk of digital asset fraud and manipulation.
December 7, 2024 at 12:21 AM
Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software
Other than a couple of willful eccentricities, the Mountain View-based start-up's engineers earn a 'well done' from our technology maven
April 29, 2015 at 4:30 PM
RIABiz launches its redesigned 'responsive' website
After our Terence Hong dismissed the notion of an RIABiz app as so 2012, we go with a go-anywhere technology