News, Vision and Voice for
the Advisory Community
advertisement

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

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Michael Bloomberg: I don’t believe in automation for client service.
3 shares
Michael Bloomberg steals the SIFMA NYC show by putting his finger on a great robo shortcoming

You can own 10 Dunkin' Donuts locations or one $1 billion AUM RIA
2 shares
RIAs are ready to make the 'golden hire' and more painlessly add another $1 billion of AUM

Bob Reynolds got his first bite at the Apple.
1 shares
Empower wins Apple's $3.5-billion 401(k) account from Schwab

Michael P. Kelly was incensed at the letter's stark language and the fact it had already been sent to clients.
1 shares
How Schwab's firing of a small RIA as a client became a three-year legal ordeal (Part 1)

Tony Robbins was offered an hour but demanded two.
1 shares
Tony Robbins is set to crash the RIA party with two hours of testosterone


Get the RIABiz Today
Email Alert »