Articles tagged "Alex Murguia"
Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software
The Buckingham Companies chose inStream to overcome the 'dead' plan problem
November 18, 2014 at 7:00 PM
How a band of advisor-execs scaled 5,000 sunless feet to the summit of the Half Dome -- and the lessons the exploit yields for growing RIAs
Advisors donned headlamps, assuming considerable risk effecting the nighttime ascent in Yosemite -- including an encounter with a mama bear
July 18, 2014 at 3:05 PM
Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago
November 7, 2013 at 7:02 PM
Could inStream be the Next Big Thing in RIA technology?
Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation
January 7, 2013 at 4:20 AM
How McLean Asset Management is adding practices without making acquisitions
The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing