RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "NaviPlan"


Headline

Publish date


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

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

Neal Ringquist: We're doing it from the top down through enterprises and bottom up trying to convince advisors to buy it themselves.

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product

Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

October 11, 2011 at 4:53 AM

Linda Strachan was one of the founding team members of EISI when she was a PhD student under Mark Evans at the University of Manitoba.

Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

July 28, 2011 at 2:23 PM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo