Content tagged "Greg Friedman"



Dan Skiles: The reality with today's advisor technology is that you can compete with anyone -- you don't have legacy issues.

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event
The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

Monday 4.25.16
Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

Thursday 11.5.15
Greg Friedman [flanked by Patrick Yip and Dan Skiles]: In our early years, wealth management was easy. Now, however, the game has changed.

Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas
Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center

Monday 10.12.15
Keith Block: You're also going to see our industry strategy come into greater focus this summer when we introduce our first industry solution in wealth management.

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

Wednesday 5.27.15
Peter Mangan: If you don't become asset custodians, we won't become investment advisors.

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian

Monday 4.27.15
Greg Friedman: In just the first six weeks of general release, we have over 80 firms and 500 users.

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

Wednesday 9.17.14
Ram Nagappan: Everything has a computer inside it, so the goal is to find simple ways to send data that is contextual.

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

Monday 6.9.14
Symmetry founder David Connelly and ECHELON CEO and 'Deal Maker' master of ceremonies Dan Seivert

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

Tuesday 5.6.14
Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.

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

Thursday 1.23.14
Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

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

Thursday 11.14.13
Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

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

Wednesday 9.18.13
Terence Hong: While Junxure’s lack of cloud integration was a source of criticism in the past ... the desktop application also benefited from relatively low cost, and performance was only bottlenecked by the user’s own hardware.

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

Tuesday 6.18.13
Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

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

Thursday 5.30.13
Can RIAs do TED? George Tamer gives it a go.

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

Monday 3.11.13
Tim Welsh: If you're not there people say, Why isn't so and so there? It's the missing persons effect.

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

Friday 2.15.13
At Salesforce headquarters, they may or may not know an RIA from an IRA, but the company still solidified the exalted position of potential industry standard bearer.

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

Thursday 1.17.13
Greg Friedman: If I could have waved a wand, I would have had it two years ago.

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

Wednesday 12.12.12
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

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

Monday 9.17.12
Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

Tuesday 1.17.12
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

Wednesday 9.14.11
Gregory T. Friedman: We weren't looking like market leaders.

Junxure moving to the cloud amid market pressures
In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year

Wednesday 3.23.11
Joel Bruckenstein says it was the final straw when his speech at a big industry conference got bumped into nighttime.

The T3 conference has a rebellious air and the makings of success
Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs

Friday 2.12.10

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