Articles tagged "FPPad"
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Why exactly Northwestern Mutual bought a digital darling for $250 million, shut it down, orphaned its customers and declared progress
When the Milwaukee-based mega-insurer relaunches in six months, the one aspect certainly subtracted from the mix will be the cash-draining 8,000 mass market customers
May 9, 2018 at 9:23 PM
After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel
RIAs told horror stories to the Omaha software firm in Phoenix about SEC compliance -- encouraged by presentation by NorthStar's Kylee Beach -- and it fell on receptive ears this time
March 27, 2018 at 11:50 PM
After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs
Advisors and two Missoula, Mont. angels will fund AdvicePay for increased staffing to sell and service software so that advisors can do billable hours without triggering a custody audit
January 25, 2018 at 7:41 PM
Framing it as a wildly disruptive 3,300-basis-point fee on de novo revenues, Joe Duran's United Capital digital reboot is apparently raking in RIA assets and revenues
The charismatic CEO's launch of FinLife Partners -- with unabashed Fidelity support -- is in effect selling revenues to advisors but taking a risk on their success
March 28, 2017 at 7:40 PM
The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing
Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse
February 28, 2017 at 2:31 AM
VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn
CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants
February 13, 2017 at 8:22 PM
Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter
The choice of the Omaha-based, open-source system by the giant DFA TAMP reflects the diverse needs of 140 RIAs -- and the need to up-robo client experience
October 20, 2016 at 3:47 PM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit
MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services
July 25, 2016 at 7:49 PM
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
August 31, 2015 at 6:19 PM
Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel
Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads
December 9, 2014 at 9:34 PM
Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent
April 21, 2014 at 3:36 AM
The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth
March 24, 2014 at 3:33 AM
What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities
Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional
January 30, 2014 at 5:06 AM
Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything
