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Joel Bruckenstein

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Articles tagged "Joel Bruckenstein"

Page 5 of 9

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

Nov 5, 2015

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

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

Oct 22, 2015

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

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.

Sep 18, 2015

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

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

Sep 3, 2015

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

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

Aug 31, 2015

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

Dave Welling will now get his crack at giving Advent Axys a clear way forward.

Jul 23, 2015

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

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.

Jul 2, 2015

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

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

May 4, 2015

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

Tim Schaefer: There are actionable 'to-dos' for the clients. The client can make progress on the plan.

Apr 1, 2015

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

Sophie Schmidt: I think they're taking a very bold approach.

Mar 24, 2015

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

Mike Durbin: We're clearly serious about being a technology company in the arms race but not necessarily to the exclusion of other third parties.

Mar 16, 2015

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

Stuart DePina: All that plumbing is there but it's not what the end investor sees. This Upside technology is the last mile

Mar 2, 2015

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

Edmond Walters: We've integrated MoneyGuidePro. People say they are our competition. We don't care.

Feb 12, 2015

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

Gordon Bernhardt: There is no better time to invest than the present for a long-term investor and the future is truly better than you think.

Feb 4, 2015

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

Bill Stone: We think there's a tremendous opportunity to cross-sell.

Feb 3, 2015

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

Joel Bruckenstein

Articles tagged "Joel Bruckenstein"

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

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

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

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

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

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond

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

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

The real reasons Northwestern Mutual paid a reported $250 million for LearnVest

Schwab is accelerating its software upgrading pace on the back end

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform

What to make of Fidelity Investments paying $250 million out of the blue for eMoney

3 citizen-blogger attendees at TD Ameritrade National LINC offer their ground-level views

SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?

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