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Articles tagged "Pinnacle"

Bill Crager: The content race will be on and we'll open up a whole new competitive landscape for asset management.

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

Friday 5.10.13
Fidelity brought to T3 a smart TV using Aviya technology that provides avatars for an online, remote meeting.

T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors

Thursday 2.14.13
Elliot Weissbluth: A few years ago we had this meeting with just 20 of us in our old headquarters in the basement eating deli sandwiches.

What happened when HighTower assembled its RIAs at Trump Tower
300 aggregated folks dined lavishly and heard Ed Viesturs; and those perks may have a deeper purpose

Tuesday 5.15.12
Michael Kitces: Now, I actually have a solution we can deliver.

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service
Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

Wednesday 3.21.12
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Most Emailed Stories »

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Story » Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
Story » Scott Wilder: We're gonna be a home for the pissed-off broker. This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab templateRead 
Story » Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Story » Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
Story » Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love