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Articles tagged "Joel Bruckenstein"


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Jud Bergman: As we go from four or five big wins to 10 or 20 big wins, and we begin to monetize Yodlee, then people will say, 'OK, I see what you saw in it.'

Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question

The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million

May 29, 2018 at 11:03 PM

Eric Clarke: Brian [Hamburger] is right. If you don't have a culture of compliance, it's going to be difficult.

After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel

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

March 27, 2018 at 11:50 PM

Lori Hardwick: We get three to four calls a week of people wanting to invest.

How Lori Hardwick's startup -- funded to the gills -- may co-opt the advisor desktop by creating an overarching open architecture

The co-founder's AI Labs is a portal-of-portals software that means to create -- and just may -- a virtual mono-custodian, mono-software platform

March 15, 2018 at 1:53 AM

Joel Bruckenstein: MoneyGuidePro is looking to grow into the more complicated planning space with larger RIAs and family offices, where eMoney has been the tool of choice.

At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins

Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles

February 12, 2018 at 10:29 PM

Eric Clarke: Sometimes hiring an outside firm solidifies something we already know. It gave us some good courage.

Eric Clarke makes seven big Orion hires that reflect the big check it wrote to Bain & Co. -- including a 'poach' from his brother, Todd

The word-of-God consultant told the Omaha, Neb. software maker to build Eclipse, which worked well, and sparked demand for asset management and marketing experts

January 12, 2018 at 7:28 PM

Fielding Miller: We had it narrowed it down to Tamarac and Black Diamond.

CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves

January 4, 2018 at 10:56 PM

Greg Friedman: Either one is more than a full-time job.

Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean

WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy

January 2, 2018 at 10:28 PM

Warren Pennington:  Investment managers will be able to instantly distribute, receive and process index data, resulting in better benchmark tracking and significant cost savings.

Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process

The $4.8-trillion giant applies the 'bitcoin' decentralized ledger to CRSP-tracked AUM to match indexes and index funds in real time

December 13, 2017 at 1:09 AM

Joel Bruckenstein (w/Brian McLaughlin): This can become a de facto industry standard by providing something that does not exist today: true end-to-end protection, as well as a baseline of due diligence.

The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas

RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance

November 7, 2017 at 1:00 AM

Brian McLaughlin: No one is offering advisors best practices for texting clients. It doesn't exist.

Caveats galore, Redtail attempts CRM revolution based on texting starting with 27,000 firms who use its software

Compliance experts and advisors throw down the gauntlet on CRM chat challenges but CEO/CTO Brian McLaughlin is unfazed

October 11, 2017 at 7:30 PM

Graham Thomas interviewed Michael Kitces about the elephant in the FPA tent.

The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board

Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital

October 9, 2017 at 7:57 PM

Bill Stone: We are investing $150 million cash in R&D every year.

SS&C overlords culturally shock Black Diamond RIAs in Chicago with heaviness and wow them with well-funded competency

'Intense' SS&C CEO Bill Stone let 1,000-strong attendees know they are part of $500-million cash cow not afraid to make strategic purchases

September 15, 2017 at 7:10 PM

Dave Welling: We will choose whatever technology best helps us deliver an outstanding experience to our clients.

Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion

The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer

August 3, 2017 at 4:43 PM

Bill Hamm: From what I’ve seen it can only bring positive changes.

LPL Financial lets go of David Reich to pull its crucial $135-billion 401(k) division into a central service and branding sphere

The head of the unit exits amid advisor chatter that the hyper-channelization of LPL sometimes makes six phone calls necessary when one would do

June 26, 2017 at 9:34 PM

Hussain Zaidi: I wouldn't be here if it weren't for my time at Ameriprise.

Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one

Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago

June 22, 2017 at 12:28 PM

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