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	Title	Date Published
	Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry	Friday 5.10.13
	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
	Audience remark at Andy Gluck's session at TD Ameritrade pre-event session sets off a tweet chorus A college student needed two hours to break into an RIA's files and it took only minutes for Twitterati to pass the story along at TD	Thursday 1.31.13
	Top 12 crucial technology happenings affecting RIAs in 2012, Part 2 Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list	Tuesday 1.22.13
	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
	LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings	Tuesday 1.15.13
	Market76's young Ivy League founder is threading a business-model needle and extending his mother's legacy Over 2,000 advisors were added in nine months and the free software is looking like it's worth more than what you pay for it	Tuesday 1.8.13
	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
	The FPA throws its annual gathering in a spirit of renewal after years of membership decline The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up	Wednesday 10.3.12
	Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform	Friday 9.7.12
	TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance	Tuesday 8.14.12
	Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows	Friday 6.22.12
	Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices	Monday 6.11.12
	At FPA's Norcal event, wary advisors are told how to stop worrying and love the cloud RIABiz' editor storms The Palace at the San Fran conference, listens in on tech chiefs soothing mobile angst and checks out the after-party in an old-time saloon	Tuesday 6.5.12
	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
	Advent keeps a $2 billion one-foot-out-the-door RIA thanks to Black Diamond buy RMB Capital Management had been with Advent since it opened its doors in 2005 but was feeling the need for a change	Friday 3.2.12
	TD Ameritrade brings some Florida heat to the RIA winter The custodian rolled out a major event sprawled across multiple hotels	Monday 2.6.12
	Laserfiche user conference draws a big crowd that wants to toss filing cabinets Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event	Tuesday 1.31.12
	Advisor Tested: Arkovi expands and archives a firm's online footprint Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call	Friday 11.11.11
	Four news items for RIAs Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president	Friday 8.26.11
	RIAs fed up with Facebook should hop on the Google+ bandwagon The new social medium embraces the fact that people need CRM for their lives	Tuesday 7.19.11
	How one RIA is running his practice on a Mac and finding it totally doable Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop	Wednesday 6.29.11
	(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors Pershing appears to have a lead in this area	Monday 4.11.11
	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
	Pershing keeps ahead in the mobile space with an Android app and mobile trading The adoption rate by advisors is still very small but the big clearing is undeterred	Tuesday 3.15.11

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Content tagged "Bill Winterberg"

FPPad.com

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

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

Audience remark at Andy Gluck's session at TD Ameritrade pre-event session sets off a tweet chorus
A college student needed two hours to break into an RIA's files and it took only minutes for Twitterati to pass the story along at TD

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

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

LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's
The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings

Market76's young Ivy League founder is threading a business-model needle and extending his mother's legacy
Over 2,000 advisors were added in nine months and the free software is looking like it's worth more than what you pay for it

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

The FPA throws its annual gathering in a spirit of renewal after years of membership decline
The Financial Planning Association aims to rally around the CFP designation, bring in fresh blood and build membership back up

Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers
The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform

TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization
The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

Schwab escalates the RIA custody arms race by releasing more plug-in business practices called workflows
TD Ameritrade, Schwab and others have designs on inserting neural pathways into advisor practices but one expert questions the workability of automated workflows

Addepar means to be the only technology platform RIAs will ever need -- and has MIT minds and PayPal money to back it up
The Silicon Valley fast-riser already won over Mark Zuckerberg's advisor and aims to serve the complex, high-end advisory offices

At FPA's Norcal event, wary advisors are told how to stop worrying and love the cloud
RIABiz' editor storms The Palace at the San Fran conference, listens in on tech chiefs soothing mobile angst and checks out the after-party in an old-time saloon

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

Advent keeps a $2 billion one-foot-out-the-door RIA thanks to Black Diamond buy
RMB Capital Management had been with Advent since it opened its doors in 2005 but was feeling the need for a change

TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels

Laserfiche user conference draws a big crowd that wants to toss filing cabinets
Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event

Advisor Tested: Arkovi expands and archives a firm's online footprint
Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

Four news items for RIAs
Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president

RIAs fed up with Facebook should hop on the Google+ bandwagon
The new social medium embraces the fact that people need CRM for their lives

How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

(Updated April 11) Fidelity, Schwab and TD Ameritrade prep for arms race in mobile technology for advisors
Pershing appears to have a lead in this area

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

Pershing keeps ahead in the mobile space with an Android app and mobile trading
The adoption rate by advisors is still very small but the big clearing is undeterred

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