News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Greg Friedman"

Junxure

Filed under: CRM Software
See full listing in the directory »

Terence Hong: While Junxure’s lack of cloud integration was a source of criticism in the past ... the desktop application also benefited from relatively low cost, and performance was only bottlenecked by the user’s own hardware.

Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more
True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now

Tuesday 6.18.13
Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye

Thursday 5.30.13
Can RIAs do TED? George Tamer gives it a go.

How the FPA sexed up its 2013 Business Solutions Conference
One session was so successful that the attendees wouldn't let it end -- surely a conference first, our correspondent believes

Monday 3.11.13
Tim Welsh: If you're not there people say, Why isn't so and so there? It's the missing persons effect.

Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote

Friday 2.15.13
At Salesforce headquarters, they may or may not know an RIA from an IRA, but the company still solidified the exalted position of potential industry standard bearer.

12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more

Thursday 1.17.13
Greg Friedman: If I could have waved a wand, I would have had it two years ago.

Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry
True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says

Wednesday 12.12.12
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
Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

Tuesday 1.17.12
Greg Friedman: We are researching this as we speak and thinking about how we want to work with this relative to Junxure and our future Cloud product.

As advisors flunk social media 101, CRM makers are starting to pick up the slack
Salesforce, Junxure, and other CRM companies look to tap the rich vein of information on Facebook

Wednesday 9.14.11
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
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
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2013:
   June
   May
   April
   March
   February
   January
2012:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2011:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2010:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2009:
   December
   November
   October
   September
   August

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Kelly O'Mara
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (340)
Fidelity (249)
TD Ameritrade (210)
LPL (130)
SEC (125)
Pershing (123)
Merrill Lynch (100)
Advent (88)
FINRA (85)
Black Diamond (84)
Tim Welsh (80)
HighTower (78)
Envestnet (70)
MarketCounsel (68)
Brian Hamburger (66)
Focus Financial (64)
Les Abromovitz (57)
Orion (54)
Ron Rhoades (54)
Nexus Strategy (51)
Mark Tibergien (49)
Bernie Clark (49)
401(k) (47)
Mike Durbin (47)
Tamarac (46)
Raymond James (46)
United Capital (45)
Charles Goldman (43)

Most Emailed Stories »

Read 
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 » 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 loveRead 
Story » Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way