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Articles tagged "Oleg Tishkevich"


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The Sora Finance co-founders were named top emerging technologists.

Familiar faces -- Bill, Eric, Oleg and Joel -- dominate Day One at T3 but Syntax Data and SoraFinance get their moment -- and Oleg brandishes app marvel

The big companies like Orion, Envestnet and Invent cement the 20th anniversary of the Joel Bruckenstein event with bundle-ism, but green sprouts of new firms are everywhere; the kids get AI

January 24, 2024 at 6:27 AM

Oleg Tishkevich: Right now, it's basically for geeks. We want it more turnkey for developers like [the way] Azure or AWS [do it].

Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT hits 20,000 users and shifts into high gear to serve RIAs

The INVENT CEO and founder gets Craig Uhlenkott and James Byers to hone RIA product fit for a more turnkey developer package to go with pre-existing app store.

June 16, 2022 at 2:16 AM

Oleg Tishkevich: We really need to go to the next step.

Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames

The Seattle firm has already quintupled the scale achieved by Tishkevich's FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.

March 11, 2021 at 11:49 PM

Ed Mercier: Purchasing the broker-dealer from Edelman helps ensure that we can continue to work with our RIA partners without subscriptions or contracts.

How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 at 10:19 PM

Oleg Tishkevich: The confidence level is extremely high, there is no downside, [and] we already have substantial interest.

Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there

The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam

September 10, 2019 at 10:52 PM

Oleg Tishkevich: I watched and learned with what Jud [Bergman] and Bill [Crager] are doing...They know how to think big.

Oleg Tishkevich signs Envestnet to a contract with a company he started during an Envestnet non-compete -- and four years after selling Finance Logix to it for $32 million

Invent.us hits the ground running with several contracts reflecting friends in high places but critics ask whether he can fly so close to the sun without getting scorched

April 20, 2019 at 2:19 AM

Steve Lockshin: If you are charging 1% for asset allocation and security selection, then you are dead.

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

May 4, 2015 at 7:37 PM

Edmond Walters: We are going to kick the crap out of the B-to-C robos.

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

February 16, 2015 at 8:27 PM

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

Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

April 29, 2013 at 6:04 PM

The FPA packed them in

The FPA throws its annual gathering in a spirit of renewal after years of membership decline

The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up

October 3, 2012 at 3:29 AM

Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

September 17, 2012 at 9:38 PM

Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas

The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

April 30, 2012 at 4:06 AM

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