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The suddenness of the move caught O'Brien off-guard, but Mike Durbin has consistently said his goal is to infuse investment management with wealth management and eMoney, which O'Brien calls home, sits at that intersection.
Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles
The Radnor, Pa.-based software firm drew 800 attendees with advisors knowing they'd get sun, fun and Mike Durbin thrown in for good measure
After Abby Johnson had former RIA chief troubleshoot $250-million purchase, he comes back to stock shelves with robo and alt goodies
Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think
TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition
Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions
The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less
This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago
The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII
There's a Silicon Valley feel of natural light, spread-out buildings and sleeve-rolling that contrast with previous visits
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