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Articles tagged "Private Ocean"


Ram Nagappan: Everything has a computer inside it, so the goal is to find simple ways to send data that is contextual.

INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15

Monday 6.9.14
Symmetry founder David Connelly and ECHELON CEO and 'Deal Maker' master of ceremonies Dan Seivert

Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down
With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears

Tuesday 5.6.14
Departed Schwab retail advisors protested the firm's termination policies on the first day of IMPACT.

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention
Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

Thursday 11.14.13
Greg Friedman: Junxure Cloud will work for advisors customized for wealth management right from the start.

After years of making Junxure's future more 'cloud'-y, Friedman takes a big stage in Texas to explain
With Salesforce not even slowing to catch its breath, the RIA shows he can fight back in his own way

Wednesday 9.18.13
Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

Thursday 5.30.13
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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