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Content tagged "ActiFi"



Can RIAs do TED? George Tamer gives it a go.

How the FPA sexed up its 2013 Business Solutions Conference
One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes

Monday 3.11.13
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
Chris Cordaro: We have 25 different workflows in our system....If we waited for Schwab to develop best business practices for us we'd be five years behind.

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows
TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows

Friday 6.22.12
Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

Wednesday 12.14.11
David Canter: We hear from advisors at least on a weekly basis that they're looking to upgrade technology.

Fidelity jumps into the game of providing technology for picking RIA technology
Unlike Actifi technology used by TD Ameritrade, the Boston giant's gizmo declines to suggest vendor names

Thursday 9.15.11
Brian Stimpfl: There's an attraction and a curiosity to a different way of doing business.

Brian Stimpfl resurfaces in an entrepreneurial mode
The TD Ameritrade fixture teams up with Spenser Segal at Actifi; he took a few yoga classes

Friday 1.28.11
Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

Unravelling why a big, loyal SEI advisor moved its assets to Schwab
In automating wealth management, Dick Smith chose Adhesion and needed custody

Monday 9.27.10

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Most Emailed Stories »

Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.
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Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

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

 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

Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
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Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

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


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