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Articles tagged "John Wotowicz"


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Jeff Remming: We saw the ineffectiveness of PortfolioCenter itself after a few years but there weren't many choices back then.

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

John Wotowicz: You have to build brick by brick.

Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two

The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel

October 12, 2016 at 10:44 PM

Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

The Buckingham Companies chose inStream to overcome the 'dead' plan problem

November 18, 2014 at 7:00 PM

Zohar Swaine: InStream does not intend to limit an advisor's choice of which financial provider to use -- this key point may have been misreported or not understood by others.

Could inStream be the Next Big Thing in RIA technology?

Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation

January 7, 2013 at 4:20 AM

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