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Articles tagged "Ed O'Brien"

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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Story » Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model