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Content tagged "eMoney"



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.

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
With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

Wednesday 2.3.16
The 2014 RIA hype frenzy may have peaked when suddenly Tony Robbins was everywhere.

Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium

Monday 1.11.16
The present tense will give way to a future that reveals how a series of big bets -- automated and human-populated -- play out.

What the collective unconscious of RIAs in 2015 revealed as crunched by RIABiz article readership
Those taking new and interesting risks, very much including the ones behind robo efforts, created the kind of drama that an advisor mind could appreciate

Monday 12.28.15
David Canter [With Jon Stein, l.,  at June InVest event]: For an RIA firm, this isn't simply a technology play. [Photo by Julio Gomez of Knowledgent]

With eMoney in its back pocket, Fidelity Investments won't exercise its option to continue Betterment deal as it nears launch of its own robo
The one-year semi-exclusive alliance never caught fire with Fidelity RIAs and the Boston giant will now use eMoney as kindling for a new digital-for-RIA launch

Thursday 11.19.15
Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

Thursday 11.5.15
Mike Durbin: We want eMoney to infect the rest of Fidelity to change its culture, thus we need to keep it independent.

Mike Durbin goes deep at eMoney Summit on why Fidelity got into RIA software -- a 'culture' point driven home by mind-bending MoneyGuidePro news
eMoney's interim boss, long the king of Fido RIA custody, speaks of eMoney as a de facto genetic implant of blue ocean culture

Thursday 10.22.15
Mike Durbin: It's an unbundling. That's exactly what it is.

Mike Durbin gets right to work as eMoney CEO with MoneyGuidePro coopetition deal -- even though he's 'interim'
The collaboration of the two sworn competitors and a Fidelity guy in between validates that so-called 'dashboard' technology a killer category with new entrants on the way

Thursday 10.22.15
Edmond Walters is making an exit, as bold in nature as his entrepreneurial reputation.

Edmond Walters bolts from eMoney and Fidelity Investments scrambles to manage the jilt
Six months after the $250-million deal, the entrepreneur leaves with no public explanation and Mike Durbin takes his CEO spot for now

Thursday 9.3.15
David Benskin: Basically, I built 50 spreadsheets.

How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs
David Benskin is bringing on talent from eMoney, Black Diamond and Envestnet to grow Wealth Access

Thursday 6.25.15
David Welling: eMoney has undergone a transformation from planning to a platform. We want Black Diamond to be your platform.

Black Diamond partners with MoneyGuidePro to create a turnkey product
David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

Monday 6.15.15
Bill Crager: Financial planning creeps closer to us. We'd like to build or be strategic.

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved
Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist

Tuesday 4.21.15
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
Edmond Walters: We've integrated MoneyGuidePro. People say they are our competition. We don't care.

What to make of Fidelity Investments paying $250 million out of the blue for eMoney
The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less

Thursday 2.12.15
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 »

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.
7 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.
5 shares
What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Chris Harris: I'm not sure why then you'd buy so much stock ahead of that trend, as opposed to waiting until after the fact and then you'd have all kinds of dry powder.
1 shares
Goldman Sachs and Wells Fargo analysts ask unobsequious questions as LPL shares fall below 2005 private equity levels and Mark Casady pleads the 'Spanish Inquisition' defense

 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.
1 shares
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.
1 shares
An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict


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