Articles tagged "MoneyGuidePro"


HeadlinePublish date

Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one

Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago

June 22, 2017 — 12:28 PM UTC

Talent exodus at MoneyGuidePro revealed by posting from Mount Kilimanjaro includes two Knulls

The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories

April 7, 2017 — 8:03 PM UTC

Commonwealth Financial will reverse course on commissions if DOL gets reversed

The Waltham, Mass. IBD's stance jibes with Wayne Bloom's earlier message of regulatory risk and reward as Merrill Lynch stays mum

November 18, 2016 — 6:02 PM UTC

Cetera's giant software buy shows how eMoney's founder could prove a thorn in the Fidelity side $250 million later

MoneyGuidePro's Kevin Knull credits Edmond Walters for helping sell Cetera on doubling down on MGP planning software

November 11, 2016 — 12:20 AM UTC

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

June 30, 2016 — 12:05 AM UTC

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 — 7:19 PM UTC

20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients

After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade

December 23, 2015 — 7:49 PM UTC

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 — 7:26 PM UTC

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news

eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

October 22, 2015 — 6:10 PM UTC

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 — 12:37 AM UTC

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 — 6:16 PM UTC

The buzz at RIA event in San Diego was how to get buzzed, dole out buzzes as inducement to automate practices

The intellectual puzzle of the Envestnet-Yodlee deal was one game played but Laser App's featured speaker took gaming deeper

August 24, 2015 — 4:08 PM UTC

Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 — 3:30 PM UTC

How exactly I started a specialized RIA for under $10,000

Andrew McFadden started Panoramic Financial Advice out of his Fresno, Calif. home and cut costs to the bone -- except where only retail would do -- and isn't afraid to send micro-accounts to a competitor

March 17, 2015 — 6:49 PM UTC

An advertiser's eye view of IMCA 2014 in Boston and why it's (almost) all about the RIA

The RIA custodians combined had at least 35 people there in the booths

May 8, 2014 — 2:42 PM UTC