Articles tagged "AdvicePeriod"
Headline
Publish date
Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
May 17, 2018 at 7:24 PM
Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios
Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians
March 29, 2018 at 12:06 AM
Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on
The Silicon Alley startup is using its data science as a way of attacking a clog considered not susceptible to intervention
November 14, 2017 at 11:09 PM
'No BS' Mike Durbin leapfrogs up the Fidelity Investments ladder but can he serve RIAs, eMoney and Abby?
RIAs run out of superlatives for the eight-year exec's ability to 'get it' at both the intrapreneurial and entrepreneurial level as he ascends to president of $2.3-trillion Fidelity Institutional
October 6, 2017 at 8:06 PM
Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one
Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago
June 22, 2017 at 12:28 PM
Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues
CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell
May 30, 2017 at 6:09 PM
Schwab wows EXPLORE 2016 crowd with revived bid to advertise RIAs with two magic ingredients: Schwab branding and a budget of 'millions' of dollars
Though skeptical observers call the effort window dressing, the San Francisco custody giant is incorporating lessons learned from the lackluster RIA-Stands-For-You campaign of 2011
June 22, 2016 at 7:50 PM
Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?
AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel
January 8, 2015 at 5:55 PM
Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in
