Articles tagged "Greg Friedman"
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Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers
Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up
May 27, 2015 at 8:21 PM
Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian
April 27, 2015 at 5:37 PM
At Junxure confab No. 2, Friedman kvells about his 6-week-old Cloud and announces closer ties with Pershing
Mark Tibergien was on hand to cement the Junxure-Pershing connection -- and to call baloney on Joe Duran's Cassandra-like forecast for RIAs
September 17, 2014 at 5:15 AM
INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15
June 9, 2014 at 3:45 AM
Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down
With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears
May 6, 2014 at 4:24 AM
In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas
Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing
January 23, 2014 at 6:21 AM
Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention
Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk
November 14, 2013 at 6:32 AM
After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain
With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way
September 18, 2013 at 3:30 AM
Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more
True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now
June 18, 2013 at 5:34 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
How the FPA sexed up its 2013 Business Solutions Conference
One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes
March 11, 2013 at 6:07 AM
Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
February 15, 2013 at 6:02 AM
12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more
January 17, 2013 at 7:30 AM
Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry
True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says
December 12, 2012 at 6:19 PM
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
