Articles tagged "Redtail"
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Altruist is CTO-less, for now, quasi-intentionally, it says • Ex-rival exec hired to jumpstart cross-selling Orion products to enterprise clients • BlackRock tops Grayscale • Facet outsources estate plans • Advyzon profits off Goldman exodus • Dan Wiener's RIA has new CEO • CFP count tops 100k
Shiralker out at Altruist • Orion gives Trevor Noble his cause • Bitcoin has a new fund king • Software maker benefits from Goldman custody exec. churn • Carson Group denies lawsuit • Merge of Wiener's old shop complete • 100,000th CFP named.
June 7, 2024 at 1:44 AM
Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies
The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.
September 30, 2023 at 2:31 AM
Biz Briefs: SmartAsset makes deal to dumb down selling for unsalesy RIAs • Vanguard re-explains conflicting ESG signals • Alex I jabs Alex II at Citywire in bare knuckle exit [to Goldman Sachs] Q&A • BlackRock has clear path to $15 trillion by 2028 says mega-client
SmartAsset uses M&A to rewire RIAs • Vanguard has made its first statement on climate since it left a climate lobby group • BlackRock gets Morgan Stanley praise • CRM giant RedTail increases ties with a New York cash sifter, Flourish • Orion gets into online education.
May 9, 2023 at 2:16 AM
Eric Clarke hands 'Orion' reins to Brian McLaughlin in big reorganization that frees him to begin high-level hacking of 'One Orion' with newest hire Michael Wilson
The Orion CEO is yielding day-to-day power in the software sphere to the Redtail founder so he can think about integration from 30,000 feet with an unusual LPL entrepreneurial talent in Wilson.
September 8, 2022 at 1:07 AM
Downmarket Redtail hustles at 'crazy pace' to steal march upmarket as CRM rival Junxure wires merger and Salesforce relaunches as an off-the-rack product
The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers
May 10, 2018 at 9:00 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
Schwab gives Salesforce the heave-ho as hub of Intelligent Integration
150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership
March 31, 2016 at 3:03 AM
20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients
After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade
December 23, 2015 at 7:49 PM
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
How exactly I started a specialized RIA for under $10,000
Andrew McFadden started Panoramic Financial Advice out of his Fresno, Calif. home and cut costs to the bone -- except where only retail would do -- and isn't afraid to send micro-accounts to a competitor
March 17, 2015 at 6:49 PM
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
VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
February 12, 2014 at 7:25 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
How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details
January 22, 2014 at 7:44 AM
Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPL
Modeling itself after local juggernaut, Neiman Marcus -- and dissing WalMart of Arkansas, CFO4Life signs on with locally-based Tom Nally
