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Content tagged "HiddenLevers"



The shindig opened with a salute to immortal Fontainebleau guests as RIAs themselves indulged in dreams of destiny.

MarketCounsel event opens window on race to first $100-billion RIA and why a new round of 'destruction,' 'blunder,' culture wars, tech disillusionment and SRO jockeying must play out
With hedged hyper-optimism, Marty Bicknell, Ron Carson, Mark Tibergien and Shirl Penney got real with Graham Thomas about mad egg-breaking enroute to the perfect RIA omelet

Monday 12.14.15
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

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Most Emailed Stories »

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
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Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.
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Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue

Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
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Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

Brad McMillan: The outcome [for the Middle East] could well resemble that of the Soviet Union, which faced the same problem.
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A fresh look at the seemingly preposterous notion that cheap oil is somehow harmful

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
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What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure


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