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Content tagged "eMoney"



Erik Strid will head the new company and execute under a new brand and plan after what he calls a decade of pseudo independence.

Schwab wins $350-million Philly RIA from Wells Fargo Profit-Formula program with Dynasty Financial's help
The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch

Thursday 2.20.14
Frank Troise: There's exceptional demand. We just don't have enough advisors on the platform.

How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals
Investor Watchdog, FreeRetirementReport and Vestorly are among the firms seeing growth but are grappling with vetting issues -- of both advisors and clients

Thursday 6.21.12
Brad Griswold: Many of the changes were beneficial to the [LPL] advisors as a whole, but did not offer as much value to our practice.

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab
Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients

Wednesday 4.4.12
Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

Wednesday 7.6.11
Success for Ron Carson (far left) is measured in summits, both of the mountaintop variety and billions of AUM. LPL's soon-to-be mega-RIA principal is photographed here on Mt. Ranier south of Seattle.

Why exactly is Ron Carson forming an RIA and why is it happening now?
LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms

Wednesday 5.4.11
Joe Wride: You can start with a 30,000-foot-view of a client’s situation and then select different reports.

Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building
Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities

Monday 4.25.11
Ben Marks: It would defeat the purpose of the hybrid model if we were to custody with other brokers.

How LPL lured advisors from Raymond James, UBS and Ameriprise to its hybrid RIA platform
The big IBD is rapidly growing an RIA custody unit with advisors who want to do fee business in a brokerage environment

Wednesday 3.2.11
George Tamer let it be known that technology without a dedicated effort by the financial advisor won't yield great results

The T3 conference hit its stride Friday with key speeches and a hum of activity
An IBM big wig cleared up some issues surrounding 'cloud' computing

Monday 2.22.10

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Most Emailed Stories »

John Michel: We started all over again. We're not building the same product.
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BloombergBlack rematerializes as CircleBlack minus Bloomberg

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
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8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

Joseph Saldana: It's like sitting at your house and watching a storm blowing in from the horizon — you don't really know how bad it is until it's upon you.
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An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside

Jim Herbert: The answer is yes, a little bit.
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The hornet's nest that a $25.9-billion AUM RIA owner stepped on and how much it cost

Spencer Bachus: The important thing is to have a better system to stop potential fraud.
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Spencer Bachus's amazing turnabout from RIA villain to white knight and the miserable state of Dodd Frank's advancement of fiduciary care


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