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The veteran technology analyst and financial planner has called time on 18-years as a CFP, because he believes the organization is increasingly focused on self-enrichment.
The Boston giant jumpstarts a monumental opportunity to a post-application system, say analysts, even if it might hurt sales of the 'whole enchilada' eMoney product short-term.
First published by the Dow Jones weekly in 2018 with about $200 billion, the robo-advisor assets in the rankings soared 400% by 2024, swelled by a fungible definition that capture giant human RIAs.
The founder of NewRetirement.com has a DIY approach that RIAs and enterprises are attracted to because consumers do much of the work
The $1.3-trillion AUM Atlanta-based asset manager promises a 'digital' future, but skeptics question how it can work
The Redwood City robo issues erroneous 1099 data in 2017 that it just discovered. It happened around the time it dumped Apex.
The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract
FactSet scored its largest deal ever this August, landing the 15,000-strong Merrill Lynch wealth management arm; Next, CEO Phil Snow is targeting RIAs, but they'll be a much harder audience to undercut than the terminal-using crowd at institutions
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers
When the Milwaukee-based mega-insurer relaunches in six months, the one aspect certainly subtracted from the mix will be the cash-draining 8,000 mass market customers
RIAs told horror stories to the Omaha software firm in Phoenix about SEC compliance -- encouraged by presentation by NorthStar's Kylee Beach -- and it fell on receptive ears this time
Advisors and two Missoula, Mont. angels will fund AdvicePay for increased staffing to sell and service software so that advisors can do billable hours without triggering a custody audit
With Fidelity Investments as sponsor, Barron's hiring the hall and Marty Bicknell cracking the whip, an RIA 'Shark Tank' will bow in Orlando
The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories
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