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128 articles
The two Omaha firms 'shave hours' off the process of getting a client aboard, but first compliance and security fears needed to be assuaged
When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal
A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades
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
With eyes affixed on an investments future -- and Schwab throwing open a door -- Eric Clarke's urgency to seize yawning opportunity is apparent in the upgrade of venue and menu
The Omaha, Neb.-based software maker just bagged $5-billion AUA OSJ, Independent Advisor Alliance
'Everything's up to date in Kansas City, They gone about as fer as they can go;' Giant RIA, Creative Planning Inc., upgrades its Overland Park headquarters to set the stage for more explosive growth
ScratchWorks picked Jacqueline Ko Matthews' InvestmentPod to improve advisor productivity by 60% but it's still just 'potential,' says Bicknell; Good potential
The Orion Advisor Services CEO is working with a $5-trillion AUM asset manager but it boils down to his personal relationship with BlackRock's Brad Stanger
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
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
Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs
FinFolio finally goes 2.0 and gets $20-billion assets bump, but there's a lot of ground to make up
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
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