Articles tagged "Wheelhouse Analytics"

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Raj Udeshi: Here's a seven-figure deal I just beat Blackrock on.

HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say

The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract

March 27, 2019 at 9:41 PM

Marion Asnes of the Idea Refinery [r.] with Nicole Newlin of Efficient Advisors: Until Big Data reveals all of their clients' habits and motivations, advisors will just have to work at winning their attention.

With a nod to OSJ power and DOL rumblings, Gladstone convenes 100 advisors in Philly

10 OSJs walk into a room and the rest is silence for 90 locked-out attendees

May 23, 2016 at 4:22 PM

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Articles tagged "Wheelhouse Analytics"

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March 27, 2019 at 9:41 PM

May 23, 2016 at 4:22 PM

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Articles tagged "Wheelhouse Analytics"

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March 27, 2019 at 9:41 PM

May 23, 2016 at 4:22 PM

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