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Articles tagged "Ed O'Brien"


'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
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
Neesha Hathi is striving for 'one-step publishing.'

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter
The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

Tuesday 11.12.13
Justin Wisz (r.): There is an incredible opportunity for advisors to use digital channels to generate leads for their businesses.

Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

Thursday 11.7.13
Bernie Clark: I couldn't stress enough that if we didn't do well then our competitors would be right behind us.

A sometimes defensive Bernie Clark makes four points pertaining to Schwab's RIA custody business in an update to Wall Street
The overseer of Schwab RIAs explains the San Francisco giant's difficult-to-do-business-with reputation and the long rollout of SII

Monday 8.26.13
The lobby at 315 Summer St. is airy, high-ceilinged, adorned by bright modern art and nobody engaged in conversations qualified in my mind as a dour New Englander.

My day of visiting the Fidelity campus in Boston and what vision and vibe I experienced
There's a Silicon Valley feel of natural light, spread-out buildings and sleeve-rolling that contrast with previous visits

Friday 7.12.13
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
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
Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

Wednesday 10.31.12
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
Diane Russell:  It's just not been at the top of advisors' lists for running their businesses.

Why RIAs are shunning mobile apps and why Black Diamond, Orion, Fidelity and others are still placing their chips on an iPad future
Many providers are stuck at 10% mobile adoption rate, but Fidelity has hit 40% and Orion 30% with their RIA clients

Monday 3.19.12
Ed O'Brien says CRM is an appropriate hub for an advisor system of technology under certain circumstances.

As WealthCentral surpasses 2,000 users, Ed O'Brien responds to questions about Fidelity's technology system at T3
The head of Fidelity's RIA tech efforts says that the technology is a good fit for breakaways

Thursday 2.23.12
Neesha Hathi: It would be much simpler to say: Let's make Schwab Advisor Center the center of the universe.

What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative
The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?

Wednesday 11.16.11
Ed O'Brien says says Fidelity's ability to integrate third-party vendors sets WealthCentral apart from others.

Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral
Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute

Wednesday 9.28.11
Ed O'Brien and Page Clark show off the iPhone version of WealthCentral at T3 in Weston, Fla.

Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1

Friday 2.18.11
Ed O'Brien: The natural progression is to improve the open platform in two ways; one is making the integration we have more robust...and two is adding more tools and selection.

Technology review: Fidelity's WealthCentral is solid and smart but still has seams
Getting people to switch is complicated because it means getting a commitment and collecting big fees

Thursday 10.14.10
Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.

Fidelity Institutional and Black Diamond tie the knot through WealthCentral
The companies promise 'bi-directional' integration

Thursday 9.23.10
Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

Tuesday 8.31.10
Jon Patullo: No other custodian actually engaged [these vendors] in this fashion and set up a summit, so they're very excited about it.

Joining the industry-wide trend, TD Ameritrade announces its upcoming project for "open architecture" technology integration
Custodian hopes to open the platform to all vendors that pass a security check

Friday 7.30.10
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

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