Articles tagged "Bill Winterberg"
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Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac
The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core
December 22, 2014 at 4:38 PM
Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel
Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads
December 9, 2014 at 9:34 PM
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
An RIA innovation co-op is born with Fidelity and Pershing among the founding members
Schwab Advisor Services declines comment and TD Ameritrade respectfully declines, citing a full plate of Veo initiatives
August 19, 2014 at 12:14 AM
Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent
April 21, 2014 at 3:36 AM
The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth
March 24, 2014 at 3:33 AM
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
February 12, 2014 at 7:25 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
The RIABiz top 10 industry blogs -- and which bloggers they recommend
The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject
January 15, 2014 at 5:52 AM
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
RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space
Bad luck and the Seattle web giant's too-porous cloud technology vexed ElevateCDS, its owner says, but RIA tech experts say perhaps more care was owed to virtual belts and suspenders
June 10, 2013 at 4:34 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
May 10, 2013 at 5:40 PM
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
May 1, 2013 at 11:59 PM
Audience remark at Andy Gluck's session at TD Ameritrade pre-event session sets off a tweet chorus
A college student needed two hours to break into an RIA's files and it took only minutes for Twitterati to pass the story along at TD
