Articles tagged "Joel Bruckenstein"
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SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond
Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework
July 23, 2015 at 6:32 PM
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play
Tom Bradley is cobbling together Amerivest and its $11 billion AUM adding iRebal and Morningstar and tasking engineers with bringing the robo aspects of the site up to snuff
July 2, 2015 at 7:02 PM
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
The real reasons Northwestern Mutual paid a reported $250 million for LearnVest
With $2.7 billion in cash to burn after the Russell Investments spin-off, the Milwaukee-based company was simply an old-line insurer with desktop software in search of a planning pedigree
April 1, 2015 at 8:32 PM
Schwab is accelerating its software upgrading pace on the back end
The San Francisco-based firm's front-end technology surpasses the system's foundation, which is OK for now, but the bill is coming due
March 24, 2015 at 8:18 PM
The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation
The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company
March 16, 2015 at 8:17 PM
Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform
Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated
March 2, 2015 at 9:08 PM
What to make of Fidelity Investments paying $250 million out of the blue for eMoney
The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less
February 12, 2015 at 6:06 AM
3 citizen-blogger attendees at TD Ameritrade National LINC offer their ground-level views
The dispatches start in outer space, descend to the cloud and finish up with down-to-earth do's and don'ts for dealing with reporters
February 4, 2015 at 7:51 PM
SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?
The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software
February 3, 2015 at 12:33 AM
New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!
TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab
February 2, 2015 at 5:21 AM
How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks
WealthTouch, which manages $200 billion for 300 clients, some with Goldman Sachs, JPMorgan or Credit Suisse,is bulking up by merging with a mass-market-oriented firm and eschewing big PE cash to get ahead
December 3, 2014 at 4:27 AM
Addepar hires in the direction of revenues -- and maybe even an IPO
The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings
September 23, 2014 at 7:57 PM
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
September 10, 2014 at 1:41 PM
An RIA innovation co-op is born with Fidelity and Pershing among the founding members
Schwab Advisor Services declines comment and TD Ameritrade respectfully declines, citing a full plate of Veo initiatives
