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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 »

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.
12 shares
After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
3 shares
What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Tom Nally: The perception [is] that RIAs are operating in the Wild, Wild West. As a result, we need to take this issue off of the table.
2 shares
With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
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Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
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An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict


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