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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.

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
0 Comments  
0 Comments  

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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0 Comments  

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
1 Comment  
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
0 Comments  
0 Comments  

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
0 Comments  
0 Comments  

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
0 Comments  
0 Comments  

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler

After spending millions and getting cozy with Salesforce, United Capital is morphing, maybe big-time

Gail Graham is bringing the $15 billion 'roll-up' into the third-party white label business -- intending to license its system to RIAs

Thursday 3.10.16 by Lisa Shidler
0 Comments  
0 Comments  

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

Tuesday 2.16.16 by Guest Columnist Timothy Welsh

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in ed

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

Tuesday 2.16.16 by Guest Columnist Timothy Welsh

How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in ed

Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo

Tuesday 2.16.16 by Guest Columnist Timothy Welsh
1 Comment  
1 Comment  

Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

Friday 1.29.16 by Lisa Shidler

Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pic

With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

Friday 1.29.16 by Lisa Shidler

Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pic

With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

Friday 1.29.16 by Lisa Shidler
0 Comments  
0 Comments  

Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Thursday 1.28.16 by Brooke Southall

Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issu

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Thursday 1.28.16 by Brooke Southall

Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issu

Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Thursday 1.28.16 by Brooke Southall
3 Comments  
3 Comments