Articles tagged "Finance Logix"
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Oleg Tishkevich signs Envestnet to a contract with a company he started during an Envestnet non-compete -- and four years after selling Finance Logix to it for $32 million
Invent.us hits the ground running with several contracts reflecting friends in high places but critics ask whether he can fly so close to the sun without getting scorched
April 20, 2019 at 2:19 AM
Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change
The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback
May 7, 2015 at 8:31 PM
Envestnet acquires Finance Logix on heels of Upside
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning
May 6, 2015 at 9:57 PM
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
May 4, 2015 at 7:37 PM
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
February 16, 2015 at 8:27 PM
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
November 14, 2014 at 6:01 AM
Eric Clarke rolls the API dice by posting Orion software's code online
By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say
May 8, 2014 at 2:57 AM
Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas
A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone
April 28, 2014 at 6:13 AM
Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game
April 29, 2013 at 6:04 PM
Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option
January 2, 2013 at 5:30 PM
The FPA throws its annual gathering in a spirit of renewal after years of membership decline
The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up
October 3, 2012 at 3:29 AM
Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference
September 17, 2012 at 9:38 PM
Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab
