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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 »

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
19 shares
LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

James Osborne: I'm not management material.
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James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
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TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
3 shares
At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself

Pat Allen: It's official -- the head nod is being replaced by a session attendee lifting up a smart phone to snap a picture of a slide.
1 shares
Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn


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