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Content tagged "Finance Logix"



Jud Bergman: They all tell me that their clients don't want it.

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change
The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

Thursday 5.7.15
Oleg Tishkevich will join Envestnet as financial planning chief.

Envestnet acquires Finance Logix on heels of Upside
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Wednesday 5.6.15
Steve Lockshin: If you are charging 1% for asset allocation and security selection, then you are dead.

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas
The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

Monday 5.4.15
Edmond Walters: We are going to kick the crap out of the B-to-C robos.

In a T3 teeming with deals, eMoney's Edmond Walters owned Dallas
Fresh off his firm's sale to Fidelity, eMoney's CEO demo left the crowd spellbound -- even as he chided Chuck

Monday 2.16.15
Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta
This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

Friday 11.14.14
Eric Clarke:  It's an open source thought process that will have some calling us crazy.

Eric Clarke rolls the API dice by posting Orion software's code online
By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

Thursday 5.8.14
Oleg Tishkevich: If the 2045 Avatar Project is successful, we will have to expand the Finance Logix technology platform to creating financial plans for immortals.

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas
A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

Monday 4.28.14
Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

Monday 4.29.13
Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

Wednesday 1.2.13
The FPA packed them in

The FPA throws its annual gathering in a spirit of renewal after years of membership decline
The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up

Wednesday 10.3.12
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

Monday 9.17.12
Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

Monday 4.30.12

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Most Emailed Stories »

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
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Expect TD Ameritrade to be top robo by 2016 with Morningstar, iRebal and day-one $100-million revenues -- albeit with minor risks to its power play

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

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.
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James Osborne: I'm not management material.
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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

Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.
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