Articles tagged "Aaron Klein"
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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
Riskalyze tromps onto Envestnet turf by signing $20-billion, 975-advisor account with its robo-manager
Aaron Klein's Autopilot takes aim at 65% of advisors who find TAMPs are both expensive and too much abdication of portfolio management customization
February 6, 2018 at 10:26 PM
After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise
Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday
November 10, 2017 at 11:09 PM
How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money
The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos
November 30, 2016 at 10:08 PM
Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue
Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics
January 28, 2016 at 9:15 PM
With algorithms and awkward questions, an ex-PIMCO 32-year-old crashes the RIA business
Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth
January 9, 2016 at 12:17 AM
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 at 7:26 PM
Eric Clarke rolls the API dice by posting Orion software's code online
By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say
May 8, 2014 at 2:57 AM
What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities
Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional
January 30, 2014 at 5:06 AM
How to get going on Twitter
This social media can be the most intimidating to start but it can be the best and most effective, too
May 21, 2013 at 6:01 AM
Two firms that have love-hate relationships with RIAs draft their harshest critics to serve as consiglieres
Advisor-rater BrightScope and tech startup Riskalyze draw two smack-talking industry observers into their inner circle
April 16, 2013 at 1:36 PM
Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients
Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook
