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Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIA-ize itself, for 14,000 restive advisors
The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

Monday 8.31.15
Dave Welling will now get his crack at giving Advent Axys a clear way forward.

SS&C's first big act as Advent Software's new owner is to put RIAs using Axys and APX under Black Diamond
Pete Hess will be the asset management czar and David Welling will rule all things RIA in the new framework

Thursday 7.23.15
Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.

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
Tom Bradley is cobbling together Amerivest and its $11 billion AUM adding iRebal and Morningstar and tasking engineers with bringing the robo aspects of the site up to snuff

Thursday 7.2.15
Steve Lockshin: If you are charging 1% for asset allocation and security selection, then you are dead.

News that AAA -- the tow truck guys -- are entering the robo-advisor business made the Finance Logix point in Vegas
The Pacquiao-Mayweather crowds added to the surreal Las Vegas scene and underlined the pace-of-change theme

Monday 5.4.15
Tim Schaefer: There are actionable 'to-dos' for the clients. The client can make progress on the plan.

The real reasons Northwestern Mutual paid a reported $250 million for LearnVest
With $2.7 billion in cash to burn after the Russell Investments spin-off, the Milwaukee-based company was simply an old-line insurer with desktop software in search of a planning pedigree

Wednesday 4.1.15
Sophie Schmidt: I think they're taking a very bold approach.

Schwab is accelerating its software upgrading pace on the back end
The San Francisco-based firm's front-end technology surpasses the system's foundation, which is OK for now, but the bill is coming due

Tuesday 3.24.15
Mike Durbin: We're clearly serious about being a technology company in the arms race but not necessarily to the exclusion of other third parties.

The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation
The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company

Monday 3.16.15
Stuart DePina:  All that plumbing is there but it's not what the end investor sees. This Upside technology is the last mile

Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform
Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Monday 3.2.15
Edmond Walters: We've integrated MoneyGuidePro. People say they are our competition. We don't care.

What to make of Fidelity Investments paying $250 million out of the blue for eMoney
The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less

Thursday 2.12.15
Gordon Bernhardt: There is no better time to invest than the present for a long-term investor and the future is truly better than you think.

3 citizen-blogger attendees at TD Ameritrade National LINC offer their ground-level views
The dispatches start in outer space, descend to the cloud and finish up with down-to-earth do's and don'ts for dealing with reporters

Wednesday 2.4.15
Bill Stone: We think there's a tremendous opportunity to cross-sell.

SS&C buys Advent for the Geneva crown jewels so what happens to Black Diamond and Advent Axys?
The Windsor, Conn. software roll-up wants blue chip asset managers, opening the door for a spinoff of RIA software

Tuesday 2.3.15
Advisors found ample room to spread out at a packed event.

New marching orders issued at TD Ameritrade's conference in San Diego: Don't join'em, beat'em!
TD touted its robo hookups and Tom Nally proclaimed RIAs are thisclose to overtaking wirehouses at the standing-room-only, come-as-you-are confab

Monday 2.2.15
Craig Pearson: It's us against Addepar and they're well-funded but we have a long track record of success and that helps.

How an under-the-radar UHNW performance reporting firm is taking on Addepar and Advent in a bid for RIA bucks
WealthTouch, which manages $200 billion for 300 clients, some with Goldman Sachs, JPMorgan or Credit Suisse,is bulking up by merging with a mass-market-oriented firm and eschewing big PE cash to get ahead

Wednesday 12.3.14
Jeff Ramseyer: My joining Addepar signals the company's successful growth trajectory, not a shift in strategy.

Addepar hires in the direction of revenues -- and maybe even an IPO
The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings

Tuesday 9.23.14
Tony Hallada: They'll be far beyond in two years where they are today.

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

Wednesday 9.10.14
Bill Hortz: I'm not going to waste anyone's time.

An RIA innovation co-op is born with Fidelity and Pershing among the founding members
Schwab Advisor Services declines comment and TD Ameritrade respectfully declines, citing a full plate of Veo initiatives

Tuesday 8.19.14
Bernie Clark: We're going to rewrite the whole portfolio management tool.

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says

Friday 7.25.14
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
Anthony Sperling: We're de-coupling our growth from accounting systems.

Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud
Advent Direct is groundbreaking and breathtaking in its ambidexterity but is it enough to stop the feeding frenzy by Tamarac, Orion and other cloud natives

Thursday 5.29.14
'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

Thursday 5.1.14
Oleg Tishkevich: If the 2045 Avatar Project is successful, we will have to expand the Finance Logix technology platform to creating financial plans for immortals.

Oleg Tishkevich lets loose a de facto RIA future-shock think tank in Vegas
A Heartbleed super-expert, Sochi Olympics security chief, Joel Bruckenstein's woodshed talk and Oleg's own Year 2045 post-robo oration set the shocking tone

Monday 4.28.14
Joel Bruckenstein: When you're strong you can afford to overpay a little bit.

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service
The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say

Friday 4.25.14
Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

Monday 4.21.14
Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

Thursday 2.13.14
Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas
Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

Thursday 1.23.14
Stuart DePina: It's not as streamlined when you're using two systems.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time

Wednesday 12.11.13
Michael Askker: Of course, we're going to defend it.

Private-equity firm buys the Loeper-Wealthcare financial planning patent and big-time business execs are running with the ball
Here comes a CEO with an IPO under his belt, a Smith Barney legend and the E*TRADE baby-commercial guy

Monday 12.9.13
Walt Bettinger: We expect that's a long-term play.

Why the whiff of another delay of Schwab's ETF-only 401(k) plan is drawing so much attention
As one snag follows another, the pressure builds on a signature Walt Bettinger effort, but some insiders call Schwab's pace and patience justified, even laudable

Tuesday 10.8.13
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
Davis Janowski: That's something I can get excited about -- rather than writing to the 1%.

Davis Janowski gets scooped up by Wealthfront
The longtime IN technology voice will now straddle Silicon Valley and the East Coast in a new role

Wednesday 8.7.13
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 space
Bad luck and the Seattle web giant's too-porous cloud technology vexed ElevateCDS, its owner says, but RIA tech experts say perhaps more care was owed to virtual belts and suspenders

Monday 6.10.13
John Stuart: We're replicating the wirehouse portal.

One RIA's bid to make the technology that makes it possible to use one password
Beverly Hills Wealth Management wants to eliminate the downside of open architecture

Wednesday 5.29.13
Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

Wednesday 5.1.13
Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game

Monday 4.29.13
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
John Prendergast: [Current data aggregation is] like buying copper pipe when you want a finished bathroom. Blueleaf is the finished bathroom

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

Monday 2.11.13
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
Joel Bruckenstein: As things turned out, some better pure technology opportunities came along.

Joel Bruckenstein and Bob Veres part ways to do their own conferences
Veres sees a glut of conferences but has a passion to change that with a new-concept event

Monday 11.26.12
Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

Wednesday 11.14.12
Brian Shenson: It's getting more looks (from legacy RIAs) as we add value.

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits
NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

Friday 10.26.12
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

Monday 9.17.12
Advisors converged at the Bellagio this week to witness the ongoing integration of Advent and Black Diamond.

Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares

Thursday 9.13.12
Launch No. 2: RIABiz correspondent Timothy Welsh and T3's Joel Bruckenstein set sail.

After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego
Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products

Monday 8.27.12
Ben Welch: This is a big advancement.

TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

Tuesday 8.14.12
Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

Monday 4.30.12
Franklin Tsung: It is a messy business and not for the meek.

How AppCrown got a big RIA footprint overnight by handling Salesforce implementations
TD and Fidelity are in with both feet but some are taking a wait-and-see attitude

Monday 2.27.12
Joel Bruckenstein (with David Drucker): It is the only time during the year that all of the technology vendors to the industry are gathered in one place.

RIAs flock to Dallas for the T3 technology conference
The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds

Tuesday 2.21.12
Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels

Monday 2.6.12
Mark Evans: Zywave's proven track record as a highly regarded innovator and commitment to advancing next-generation financial planning technology for advisors and their clients make it the ideal partner.

EISI strikes a deal to cash out its shareholders
The buyer, Zywave, is a force in the property-and-casualty world

Tuesday 10.25.11
Bob Veres is helping provide the practice management twist to this new conference series.

What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good

Tuesday 10.18.11
Dominick Paoloni: I think every money manager secretly does want to become a hedge fund - at least if they can break the code.

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008
Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

Wednesday 10.12.11
Peter Hess: We are continuing to aggressively reinvest Black Diamond’s profits back into the business to accelerate our ability to expand [its] feature set and serve even more clients.

How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable

Thursday 9.1.11
Jon Patullo says that advisors will be able to test TD Ameritrade's iPad app next month at the national conference.

(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors
Pershing appears to have a lead in this area

Monday 4.11.11
Gregory T. Friedman: We weren't looking like market leaders.

Junxure moving to the cloud amid market pressures
In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year

Wednesday 3.23.11
Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

T3 reflections: Where to watch for the next big advances in RIA technology
Vendors are turning their attention to the part of the software that you see

Monday 2.28.11
Bob Veres: In my mind, this is the place you come to find out where the future is.

Eavesdropping on the T3 conference by four bloggers with four missions as attendees
Social endurance needed as much as technical savvy at this technological event

Wednesday 2.23.11
Joel Bruckenstein and David Drucker welcome 450+ attendees to the official start of conference

T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques
First day of official conference sessions kicks off bright and early at 8:00am

Friday 2.18.11
Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report
The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says

Monday 12.6.10
Neesha Hathi: We know there are going to be disappointed clients and vendors.

Schwab chooses some giant software partners, apparently with big RIAs in mind
Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration

Thursday 10.28.10
Marie Swift: Advisors are at risk if they don't show their clients how much they are cared for.

Eavesdropping on a Cetera company's elite conference
What have you done for me lately: a strategy to head off DIY clients

Monday 10.25.10
Eric Higginbotham explained that his company has many technological objectives but the iPad app won priority status.

Black Diamond releases BlueSky Mobile for the iPad
Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal

Wednesday 10.20.10
Mike Williams: We’ve been completely rewriting our reporting capability to get it up to this day and age.

Schwab PortfolioCenter may be poised to shed its utilitarian image
Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future

Friday 9.17.10
Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.

Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software
Tamarac has made leaps, say iRebal loyalists, but it had a long way to go

Friday 7.9.10
Neesha Hathi: No one in the industry is doing anything like this.

Schwab unveils a plan to create a grand ecosystem of top technology vendors to RIAs
Executives of the San Francisco RIA custodian believe they can take integration further than Fidelity's WealthCentral

Tuesday 5.11.10
Joel Bruckenstein: Now this may come as a shock to readers, but I think it was rather reckless of Mr. Gluck to make such an outrageous statement.

A war of words flares up between Andy Gluck and Joel Bruckenstein
On Financial Planning magazine's website, Bruckenstein questions Gluck's impartiality

Friday 4.16.10
Julie Littlechild: There is so much in this industry about talking. This is about doing.

The FPA's practice management event boasts two hot speakers in its first day
California entrepreneur and NSA star are among the top draws

Tuesday 3.2.10
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

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