Nov 18, 2014
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
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Alex Murguia
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Articles tagged "Alex Murguia"
Jul 18, 2014
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
Nov 7, 2013
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
Jan 7, 2013
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
Aug 29, 2011
How McLean Asset Management is adding practices without making acquisitions
The New Hampshire and Virginia practice is bringing smaller RIAs in under its wing