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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.

Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit

MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services

Monday 7.25.16 by Lisa Shidler and Brooke Southall

Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit

MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services

Monday 7.25.16 by Lisa Shidler and Brooke Southall

Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit

MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services

Monday 7.25.16 by Lisa Shidler and Brooke Southall
1 Comment  
1 Comment  

E*Trade finds now the right time to launch its e-advice robo with an 'active' twist

The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors

Friday 7.8.16 by Davis D. Janowski

E*Trade finds now the right time to launch its e-advice robo with an 'active' twist

The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors

Friday 7.8.16 by Davis D. Janowski

E*Trade finds now the right time to launch its e-advice robo with an 'active' twist

The New York-based discount broker means to put $1-million minimum-bogey institutional funds in the hands of retail investors

Friday 7.8.16 by Davis D. Janowski
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eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much salesmanship

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

Thursday 7.7.16 by Lisa Shidler

eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

Thursday 7.7.16 by Lisa Shidler

eMoney makes its first big enterprise sale as a Fidelity sub-unit by showing a few features and much

Though Advicent is being phased out, an analyst says that eMoney and Advicent are more similar than you'd think

Thursday 7.7.16 by Lisa Shidler
1 Comment  
1 Comment  

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

Wednesday 6.29.16 by Timothy Welsh

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API par

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

Wednesday 6.29.16 by Timothy Welsh

Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API par

TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition

Wednesday 6.29.16 by Timothy Welsh
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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
1 Comment  
1 Comment  

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
1 Comment  
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
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