News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "HiddenLevers"



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
Joel Bruckenstein: As things turned out, some better pure technology opportunities came along.

Joel Bruckenstein and Bob Veres part ways to do their own conferences
Veres sees a glut of conferences but has a passion to change that with a new-concept event

Monday 11.26.12
Zohar Swaine: I think it's the next wave of technologies we will tap.

TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing
Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

Friday 5.11.12
Michael Ling: Well, you better know what you're doing ... the more you know, especially about economics, the better questions you can pose.

Advisor Tested: HiddenLevers roots out hidden connections between world events and client portfolios
Ten months in, we talk with two early adopters who are using the tool to check out what-if scenarios like 'Eurozone collapse' to create their what-if scenarios

Tuesday 12.6.11
Dominick Paoloni: I think every money manager secretly does want to become a hedge fund - at least if they can break the code.

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008
Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

Wednesday 10.12.11
G. Michael Phillips: These solutions, while known at the higher-end of fund management, had not made their way to the day-to-day practitioner - RIA, financial planner, registered rep.

MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly
Pricing, user experience and value look good, but still no integration with portfolio management systems

Wednesday 10.12.11
Raj Udeshi: Even on a Bloomberg terminal which you pay $2,500 a month for, there is no aggregated economic data in one place, all together, where it updates in real time. We've done that for the first time here.

How HiddenLevers is using the web to bring wirehouse-type economic analysis to RIAs
Company offers RIABiz readers interested in beta testing their new product 85% off the price

Tuesday 2.22.11

From the RIABiz Directory »

The Industry Sourcebook for RIAs



Browse All Archives


2015


    September
    August
    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    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

Most Emailed Stories »

Don Trone: Because ethotic leaders tend to have a broader view, they are able to keep a better sense of perspective in the face of adversity.
31 shares
The 10 essential qualities an advisor must possess to become an 'ethotic' leader in these days of roiling markets

Eric Clarke [r.] next to brother Todd: They didn't even blink an eye about our expansion proposal.
20 shares
How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet

Bill McNabb: It's OK to ignore volatility—that's part of the plan.
5 shares
Vanguard urges considered inaction -- not knee-jerk reaction -- to market's wild ride

Ashley Fieglein Johnson earned close to $1 million in total compensation last year but a $12 annoyance bank fee charged to her five-year-old son was a big reason she joined Wealthfront.
1 shares
Two ways of reading Wealthfront's inscrutable hire of a power CFO -- one it may not really need anytime soon

Burt White: History suggests stocks are capable of posting total returns this year in the range of 5% to 9% including dividends, despite touching negative territory on the year in August.
1 shares
Why a flat start doesn't mean a flat finish for the S&P 500


Get the RIABiz Today
Email Alert »