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Articles tagged "Microsoft"


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Mark McCombe: [We're] using our aggregation power to face off against the insurance company.

BlackRock's no longer secretive strategy to gain ground on Vanguard and Fidelity in $10.3 trillion DC market will now be tested on 120,000 employees at five US companies where it might work -- or not

BlackRock has about $1 trillion of defined contribution assets while Fidelity and Vanguard both administer multiple trillions, so the New York giant is dangling defined benefits as a way to win the defined contributions game.

October 29, 2021 at 11:54 PM

Microsoft CEO Satya Nadella's 2018 pledge to 'reimagine retirement planning' sparked hopes of transcending incumbent systems and products.

The BlackRock-Microsoft 'reimagining' of the 401(k) market, arrives looking more like a remix of existing third-party products

The New York-Seattle cross-breeding combines annuities and BlackRock target-date funds but the superpowers expended little imagination, RIA annuity executives say.

July 27, 2020 at 9:43 PM

Larry Fink: We’re ... in short, making Aladdin the language of portfolio construction.

With Brinker Capital its first big proof of concept, BlackRock moves Aladdin onto Microsoft's cloud to automate portfolios at the RIA-client level to surpass what it always did at the fund level

The Berwyn, Pa.-based $21-billion TAMP contracts for Aladdin portfolio construction help after BlackRock chooses Azure to maximize Aladdin to become a 'language'

May 11, 2020 at 10:47 PM

Rob Foregger: Moving beyond the target date fund ... that’s the vision ... they're now antiquated.

New class of robos lay siege to 'antiquated' target-date-funds (TDF) market; even defender of the 401(k) citadel, Vanguard, sees handwriting on the wall

Fidelity, Ascensus, and Morningstar are all making 401(k) moves that could see automated advice replace the Vanguard-dominated TDF market but maybe Vanguard just woke up in time to cannibalize the market itself.

October 8, 2019 at 3:02 AM

Abby Johnson's pursuit of innovation wherever it may be has led it to Amazon's door.

Fidelity Investments takes another leap into the future, enlisting Amazon to turn advisors into virtual reality avatars, but some say it's pie-in-the-sky

Abby Johnson's metamorphing Boston financial firm needs the Seattle owner of Alexa to make its vision of remote advisors with the human touch a reality,

February 4, 2019 at 11:41 PM

John Rourke: The name of the game is 10-person startups actually having a chance of taking down huge, established players.

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

February 13, 2017 at 8:22 PM

Stuart DePina: It does close the gap with Salesforce.

Tamarac doubles down on Microsoft to be more like Salesforce

Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

April 28, 2014 at 5:59 PM

Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

January 22, 2014 at 7:44 AM

Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].

Tamarac picks second Microsoft partner to handle spike in demand from big RIAs

Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline

December 21, 2012 at 4:06 PM

Schwab IMPACT is one place where the marketers and consumers clamor for each other.

An advertiser's-eye view of Schwab IMPACT: Who's doing what right?

Sponsors that use an outgoing approach get tremendous client inflow

November 20, 2012 at 4:12 PM

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