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New deals reflect branches/centralized decision-making as albatrosses in virtual world; Northern Florida is case in point -- sheltering at home is not the local practice.
The Jacksonville RIA software firm gave the Palm Beach, Fla. fund manager a shot at the fast-track that worked -- but now the three-year contract is almost up
The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.
The Black Diamond founder kicked off Tuesday sessions with a vision, a plan, some hard dates and plenty of unassuming swagger
The portfolio management giants spent a combined $800 million; Now Morningstar has Goal Bridge and SS&C assures it is keeping even in planning race
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
Sallie Krawcheck rails; the Jacksonville portfolio management firm dwarfs Advent; and a HighTower RIA airlifts $400 billion from Fieldpoint, sparking strong words
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
FinFolio finally goes 2.0 and gets $20-billion assets bump, but there's a lot of ground to make up
CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal
The mother lode of DST data is expected to salve RIA data aggregation distress as the mega-vendor of data to Advent Custodial Data comes in-house
The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes
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