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Content tagged "Bill Winterberg"



Bill Hortz: I'm not going to waste anyone's time.

An RIA innovation co-op is born with Fidelity and Pershing among the founding members
Schwab Advisor Services declines comment and TD Ameritrade respectfully declines, citing a full plate of Veo initiatives

Tuesday 8.19.14
Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.

Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting
The former Dell guru eschews a best-of-breed strategy as his firm plays a game of catch-up under a big tent

Monday 4.21.14
Mike Paulus (r.) being interviewed by Bill Winterberg: It was a very long and smooth transition. (photo courtesy of Winterberg.)

The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market
Mike Paulus was company president during its formative time and exemplified its faith in youth

Monday 3.24.14
John Rourke: I've never seen a more wide-open industry.

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain

Wednesday 2.12.14
A CPA suggested Winterberg 'e-mail me your last few years of tax returns,' which was a deal killer.

What story Bill Winterberg told 500 TD Ameritrade confab attendees that says it all about the new RIA technology and marketing realities
Google failed the Atlanta transplant, Yelp misled him and then YouTube hit the spot in the search for a financial professional

Thursday 1.30.14
Michael Kitces: There's very little other ongoing  'work' tied to blogging, once everything is set up.

The RIABiz top 10 industry blogs -- and which bloggers they recommend
The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject

Wednesday 1.15.14
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
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 space
Bad luck and the Seattle web giant's too-porous cloud technology vexed ElevateCDS, its owner says, but RIA tech experts say perhaps more care was owed to virtual belts and suspenders

Monday 6.10.13
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
Bill Crager: The content race will be on and we'll open up a whole new competitive landscape for asset management.

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
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
Bill Winterberg seems to have set off a social media ruckus with a timely tweet.

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
All roads led to Silicon Valley as technology firms serving the financial advisory industry found their groove.

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
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
Christopher Giles: Folio offers us a competitive platform to grow into.

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
Ethan Eden: The business model is sustainable. It's a much larger opportunity than to simply charge advisors.

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: 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
The FPA packed them in

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
Kevin Kraus: This is the bread and butter of our platform.

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
Ben Welch: This is a big advancement.

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
Chris Cordaro: We have 25 different workflows in our system....If we waited for Schwab to develop best business practices for us we'd be five years behind.

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
Mike Paulus: Our goal is to be transformative from a technology perspective.

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
In the heart of the SF financial district, the FPA uses The Palace to pull of one of the best regional events on the RIA calendar

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
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
Anthony Sperling: Once RMB saw that our company is the best of both worlds, they decided to stay with us.

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
Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

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
1,600 Laserfiche users, vendors, resellers, consultants and technology partners assembled in Disneyland to learn about latest developments in content management.

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
Russell Thornton: It builds more credibility and being more easily seen and heard online is probably a good thing.

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
Jerry Murphy is taking the FSC helm.

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
Kevin Nichols: Facebook has segmenting capability but it's complicated and convoluted to set up.

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
Sunit Bhalla: I can log into my bank in seven keystrokes.

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
Jon Patullo says that advisors will be able to test TD Ameritrade's iPad app next month at the national conference.

(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
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
Mike Golaszewski: One of the things that brought me 3,000 miles across the country (from Schwab) was that Pershing actually does a really good job of knowing where the puck’s going.

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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