Articles tagged "Rowling & Associates"

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Greg Friedman (r., with Doug Fritz):This used to be a much more collaborative industry.

Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

October 2, 2017 at 9:00 PM

Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes

June 8, 2012 at 5:05 AM

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Articles tagged "Rowling & Associates"

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October 2, 2017 at 9:00 PM

June 8, 2012 at 5:05 AM

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Articles tagged "Rowling & Associates"

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October 2, 2017 at 9:00 PM

June 8, 2012 at 5:05 AM

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