How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale
How a 33 year-old advisor ditched the Midwest for California and used mad blogging and SEO skills to hijack annuity-bound web traffic to propel giant growth
How one firm is supposedly cracking the lead generation code to the tune of 50,000 advisors supplied -- by, for now, not trying to create referrals
FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio has created a powerful open platform that is extensible by users.
Our flagship product is FinFolio Workstation 2010, which runs both as desktop software and in a web browser. It ...Read More »
RIA Marketplace is the largest online community of professionals and experts directly related to the business of Registered Investment Advisors (RIAs).Read More »
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