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TECHNOLOGY

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

Thursday 6.23.16 by Sanders Wommack

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

Thursday 6.23.16 by Sanders Wommack

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

Thursday 6.23.16 by Sanders Wommack
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Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may be in the offing

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

Thursday 6.16.16 by Graham Thomas

Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may b

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

Thursday 6.16.16 by Graham Thomas

Vanguard CEO says: 'We are a technology company' and hints strongly that robo-for-RIAs may b

Bill McNabb oversees 3,000 engineers who are willing to pay for 'dry holes' in drilling for the next Shaybah Oil Field of financial advice

Thursday 6.16.16 by Graham Thomas
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Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its software side, softer side -- as it gets beyond NetX360 and men with a hard-wired approach

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its softw

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh

Spinning 200+ years of legacy culture as a virtue, BNY Mellon uses Pershing INSITE to show its softw

Whether real fire follows these new clouds of smoke remains to be seen but Pershing's open API, robo strategy and feminine revolution project an aura of uplift

Friday 6.10.16 by Guest Columnist Timothy D. Welsh
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1 Comment  

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

Thursday 6.2.16 by Lisa Shidler

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profit

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

Thursday 6.2.16 by Lisa Shidler

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profit

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

Thursday 6.2.16 by Lisa Shidler
1 Comment  
1 Comment  

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

Wednesday 5.25.16 by Brooke Southall

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

Wednesday 5.25.16 by Brooke Southall

Pete Hess steps down at Advent Software just as Axys gets whodathunkit fix

Dave Welling will co-head Advent with Robert Roley as Black Diamond reporting is introduced to to Axys users

Wednesday 5.25.16 by Brooke Southall
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Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye

UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal

Tuesday 5.17.16 by Brooke Southall

Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye

UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal

Tuesday 5.17.16 by Brooke Southall

Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye

UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal

Tuesday 5.17.16 by Brooke Southall
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Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep -- and follows TD Ameritrade's open API lead

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

Wednesday 5.4.16 by Brooke Southall

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

Wednesday 5.4.16 by Brooke Southall

Mark Tibergien reveals big Pershing robo future as his firm partners with Vanare, SigFig and Jemstep

In speech at St. Regis in San Francisco, the BNY Mellon RIA unit CEO says Pershing is taking a deeper robo plunge by signing on marquee names

Wednesday 5.4.16 by Brooke Southall
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1 Comment  

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 by Guest Columnist Tim Welsh

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SS

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

Monday 4.25.16 by Guest Columnist Tim Welsh

Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SS

The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab

Monday 4.25.16 by Guest Columnist Tim Welsh
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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

Wednesday 3.30.16 by Lisa Shidler

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

Wednesday 3.30.16 by Lisa Shidler

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

Wednesday 3.30.16 by Lisa Shidler
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Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec from central casting to run it all

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

Thursday 3.24.16 by Lisa Shidler
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