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Articles tagged "Finance Logix"


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Oleg Tishkevich: I watched and learned with what Jud [Bergman] and Bill [Crager] are doing...They know how to think big.

Oleg Tishkevich signs Envestnet to a contract with a company he started during an Envestnet non-compete -- and four years after selling Finance Logix to it for $32 million

Invent.us hits the ground running with several contracts reflecting friends in high places but critics ask whether he can fly so close to the sun without getting scorched

April 20, 2019 at 2:19 AM

Jud Bergman: They all tell me that their clients don't want it.

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change

The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

May 7, 2015 at 8:31 PM

Oleg Tishkevich will join Envestnet as financial planning chief.

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

May 6, 2015 at 9:57 PM

Steve Lockshin: If you are charging 1% for asset allocation and security selection, then you are dead.

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

May 4, 2015 at 7:37 PM

Edmond Walters: We are going to kick the crap out of the B-to-C robos.

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

February 16, 2015 at 8:27 PM

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

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

Eric Clarke:  It's an open source thought process that will have some calling us crazy.

Eric Clarke rolls the API dice by posting Orion software's code online

By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

May 8, 2014 at 2:57 AM

Oleg Tishkevich: If the 2045 Avatar Project is successful, we will have to expand the Finance Logix technology platform to creating financial plans for immortals.

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas

A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

April 28, 2014 at 6:13 AM

Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication

As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

April 29, 2013 at 6:04 PM

Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

Where RIA technology stands heading into 2013 after 2012 lost some steam

Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

January 2, 2013 at 5:30 PM

The FPA packed them in

The FPA throws its annual gathering in a spirit of renewal after years of membership decline

The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up

October 3, 2012 at 3:29 AM

Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

September 17, 2012 at 9:38 PM

Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas

The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

April 30, 2012 at 4:06 AM

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