The loss of John Michel weighs across the RIA business -- a doer with a '1000-megawatt smile'
Only 62, the original Merrill Lynch fintechie breakaway modernized the advice business and led with his kind demeanor
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Only 62, the original Merrill Lynch fintechie breakaway modernized the advice business and led with his kind demeanor
The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract
CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal
The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering
Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
The potential is awesome but the San Francisco giant is currently generating PR for an offering that does not yet have a launch date
MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme
John Michel salvaged the lessons learned and momentum of a venture that was on a roll when its plug got pulled
The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road
The Industry Sourcebook for RIAs