News, Vision and Voice for
the Advisory Community
technology sponsored by:

Technology


About the Technology section:

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.

Black Diamond partners with MoneyGuidePro to create a turnkey product



Print Friendly and PDF

At INSITE in Orlando, Pershing outs its robo-religious conversion complete with open API store, Silicon Valley and India skunkworks, Marstone robo deal and unabashed digi-speak



Print Friendly and PDF

Morningstar throws more money -- and loses one of its own -- at keeping its stake in a Bloomberg-lite venture intact



Print Friendly and PDF

Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers



Print Friendly and PDF

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change



Print Friendly and PDF

Envestnet acquires Finance Logix on heels of Upside



Print Friendly and PDF

The wary love affair between RIAs and Addepar and where it's headed



Print Friendly and PDF

Review: Nevin Freeman pops the Addepar hood to see what $50 million of coding can do for RIA software



Print Friendly and PDF


Browse All Archives


2015


    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
41 shares
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
31 shares
LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

James Osborne: I'm not management material.
8 shares
James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
7 shares
At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself

Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.
2 shares
An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks

sponsored by:

Get the RIABiz Today
Email Alert »