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Articles tagged "Joel Bruckenstein"


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Drew DiMarino: Anytime we get a chance to present to the top advisors, we’ve got a very good chance of winning
July 7, 2016 at 5:14 PM

Bill Winterberg: My attorney, Robert Graziano, has documentation for the numbers, revenue and expenses for all three years of T3 Enterprise.

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

June 2, 2016 at 6:39 PM

Former DFA exec John Blood is migrating his portfolios toward 'factor' ETFs, and away from DFA mutual funds.

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

May 9, 2016 at 8:30 PM

Mark Tibergien: That's probably our highest priority -- an API store.

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

May 4, 2016 at 6:11 PM

Dan Skiles: The reality with today's advisor technology is that you can compete with anyone -- you don't have legacy issues.

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

April 25, 2016 at 7:41 PM

Walt Bettinger: The retail investor tends not to move as rapidly . . . or certainly doesn’t have a mutual fund sales person calling on them, telling them to move, like you have going on in the RIA space.

Amid hail of DOL questions, Walt Bettinger calls RIAs' draining OneSource 'identified' risk, and explains away LPL/ RBC/BBVA picks of BlackRock FutureAdvisor over Schwab robo

Schwab CEO admits he underappreciated 'brand' barrier in selling Schwab robo on B2B basis, and DOL 'best interest' issue hangs fire

April 22, 2016 at 9:23 PM

Ed O'Brien: When you look at what eMoney is doing, it is creating tools to help advisors that don't even clear or custody with Fidelity.

As Ed O'Brien packs his bags for Philly to take eMoney CEO reins, Mike Durbin resumes his job modifying Fidelity's future from finance to software

Fidelity is piloting eMoney in its own private client business as Thomas McCarthy fills O'Brien's shoes and Durbin eyes more acquisitions

March 18, 2016 at 8:18 PM

Fidelity's Ed O'Brien, backed by a 30-strong army of staffers, unveiled a bundling app geared toward planning, not investing.

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

February 16, 2016 at 7:19 PM

Tom Nally: The perception [is] that RIAs are operating in the Wild, Wild West. As a result, we need to take this issue off of the table.

With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016

The laptop guys in another room won plaudits as the TD RIA custody chief counseled RIAs to embrace more practice audits and communicate more by story, less by Orwell

February 8, 2016 at 7:07 PM

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 at 7:46 PM

Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

November 5, 2015 at 7:26 PM

Mike Durbin: It's an unbundling. That's exactly what it is.

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'

The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

October 22, 2015 at 12:37 AM

Rocky start: Coders -- presumably tamer than the miners who used to stay at this 19th century former hotel in Park City -- were evicted after complaints from the neighbors.

Strung out on Red Bull, and stung by a red-faced landlord, 70 tech nerds and Russian-style judges, Eric Clarke pushes RIA app coders to new limits in Utah suburb

No panels, no PowerPoint no breakout sessions -- just tech whizzes from competing firms striving to integrate their systems to better serve financial advisors

September 18, 2015 at 6:16 PM

Edmond Walters is making an exit, as bold in nature as his entrepreneurial reputation.

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

September 3, 2015 at 7:44 PM

Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

August 31, 2015 at 6:19 PM

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