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Articles tagged "T3"

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Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.

Feb 3, 2016

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

Nov 5, 2015

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

Edmond Walters is making an exit, as bold in nature as his entrepreneurial reputation.

Sep 3, 2015

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

Aug 31, 2015

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

Steve Lockshin: If you are charging 1% for asset allocation and security selection, then you are dead.

May 4, 2015

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

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

Apr 1, 2015

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

Sophie Schmidt: I think they're taking a very bold approach.

Mar 24, 2015

Schwab is accelerating its software upgrading pace on the back end

The San Francisco-based firm's front-end technology surpasses the system's foundation, which is OK for now, but the bill is coming due

Mike Durbin: We're clearly serious about being a technology company in the arms race but not necessarily to the exclusion of other third parties.

Mar 16, 2015

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company

Edmond Walters: We are going to kick the crap out of the B-to-C robos.

Feb 16, 2015

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

Craig Pearson: It's us against Addepar and they're well-funded but we have a long track record of success and that helps.

Dec 3, 2014

How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks

WealthTouch, which manages $200 billion for 300 clients, some with Goldman Sachs, JPMorgan or Credit Suisse,is bulking up by merging with a mass-market-oriented firm and eschewing big PE cash to get ahead

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Nov 14, 2014

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

Jeff Ramseyer: My joining Addepar signals the company's successful growth trajectory, not a shift in strategy.

Sep 23, 2014

Addepar hires in the direction of revenues -- and maybe even an IPO

The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings

Tony Hallada: They'll be far beyond in two years where they are today.

Sep 10, 2014

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

Bernie Clark: We're going to rewrite the whole portfolio management tool.

Jul 25, 2014

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking

Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says

'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

May 1, 2014

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients

Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

T3

Articles tagged "T3"

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas

The real reasons Northwestern Mutual paid a reported $250 million for LearnVest

Schwab is accelerating its software upgrading pace on the back end

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas

How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

Addepar hires in the direction of revenues -- and maybe even an IPO

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients

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