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Articles tagged "Private Ocean"


Greg Friedman: If I could have waved a wand, I would have had it two years ago.

Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry
True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says

Wednesday 12.12.12
John Burns: We knew we weren't qualified to get this figured out.

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice
Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

Wednesday 5.9.12
Best practices panel share their award-winning strategies. L to R: Nick Georgis, Richard Stone, Peggy Ruhlin and Steve Samsom

What Schwab's best three RIAs for 2011 say about how they got there
Success stories achieved through unorthodox staffing strategies, growth plans and company culture

Tuesday 11.8.11
Joel Bruckenstein says it was the final straw when his speech at a big industry conference got bumped into nighttime.

The T3 conference has a rebellious air and the makings of success
Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs

Friday 2.12.10
Bernie Clark: Advisors just appreciate us understanding them and this [move] supports that understanding

Why RIAs see Bernie Clark's appointment at Schwab as a positive event
The new head of the RIA unit needs no introduction for most Schwab advisors

Wednesday 2.3.10
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Most Emailed Stories »

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Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Phyllis Borzi: We thought we hadn't done enough.Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model