News, Vision & Voice for the Advisory Community
Person
25 articles
The $5-trillion Berwyn, Pa., software, investments company and Yodlee owner reveals the next generation of leaders succession and, it hopes, success for shareholders
The CEO projects his Chicago outsourcer will pump out 10 million advisor action-items to 106,000 advisors, and it just hired a bevy of new executives to become more of a data company in the next five years.
The 19-year chief of the data aggregator left behind Yodlee accuracy and API access issues, but ex-Tamarac chief Stuart DePina can get it on 'the longer road to get to the ultimate destination' by making Yodlee accurate, accessible, useful and profitable
Anora came three years ago in Yodlee deal and DePina came seven years ago with Tamarac purchase; Crager now oversees all advisors, including RIAs
David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning
The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport
Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers
The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking
With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list
Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by