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Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital
'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
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
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
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
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
Rubio opened up on small investors and retirement issues -- and cracked wise about the Russians
The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories
The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success
Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse
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
New CEO plants question with his own PR interrogator, relieving tension, albeit with a stock answer, and allowing a successful event to unfold
Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?
After the $250-million deal in 2015, the staid Milwaukee insurer has funneled funds into the jazzy robo, packed its board and taken it backstage for a makeover promised for the New Year
The rare internecine RIA dispute caused a wound that can now begin to heal
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