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Content tagged "Spenser Segal"

ActiFi, Inc.

Filed under: Consulting Firm
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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
The M Resort is a sufficient RIA magnet -- though it shares characteristics with a suburban metroplex

'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit
A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab

Friday 8.31.12
Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

Wednesday 12.14.11
Brian Stimpfl: There's an attraction and a curiosity to a different way of doing business.

Brian Stimpfl resurfaces in an entrepreneurial mode
The TD Ameritrade fixture teams up with Spenser Segal at Actifi; he took a few yoga classes

Friday 1.28.11
Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

Unravelling why a big, loyal SEI advisor moved its assets to Schwab
In automating wealth management, Dick Smith chose Adhesion and needed custody

Monday 9.27.10
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