News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "NetX360"

Ed O'Brien: It continues to grow, especially as the devices get better.

Fidelity releases mobile trading for advisors - just don't expect many mobile trades
RIAs generally make block trades and use rebalancing software these days and mobile apps aren't ready for that

Tuesday 7.12.11
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
WealthCentral Mobile is available for download in the Android Market

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet

Tuesday 3.22.11
Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over

Tuesday 1.25.11
Suresh Kumar may be the quiet force behind his company's Citigroup win as he puts finishing touches on NetX360, Pershing's fee and transactional platform

Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say

Thursday 12.16.10
Maggie Serravalli is stamping out bifurcation in her new role as Fidelity's service czar.

Fidelity unveils latest effort to make its advisor-servicing silos work as a single unit for hybrids
Pershing still believes it has an edge in seamless service because of NetX360

Wednesday 12.8.10
Suresh Kumar and Trent Witthoeft are the faces of the NetX360 roadshow at a stop-off in Mill Valley.

What I learned from a duo of Jersey guys who visited RIABiz in Sausalito
Brian Hamburger and Suresh Kumar made the long flight fueled by a shared passion for the evolving advisory business

Monday 11.15.10
Suresh Kumar: If you have a single office or 10,000, we can handle them.

Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid
Fidelity and Schwab make counter-arguments based on their own technological visions

Thursday 11.11.10
Nevin Freeman: I got the sense this time around that Kumar and his team really are doing what they can to push the envelope.

Nevin looks under the NetX360 hood after it gets 100,000 new users and some overhauling
The ambitious software effort shows signs of 13,000 user comments

Thursday 11.11.10
Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial

Friday 10.1.10
Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

Tuesday 8.31.10
Peter Berg: What’s been missing is a business development effort of any significance.

BNY Mellon's new RIA custody unit will collaborate [and compete] with Pershing Advisor Solutions
The giant bank believes it can meld technology and sales forces to lure to dug-in breakaways

Wednesday 6.2.10
Mark Tibergien: We were so impressed with Schwab's service that we hired 14 of their people in the past two years.

Mark Tibergien is making Pershing an industrial strength custodian with an RIA service touch
The feisty CEO of Pershing's RIA unit believes his offering will speak to big RIAs

Thursday 3.4.10
Dan Skiles: It doesn’t matter from a passion standpoint whether the RIA has $50 million or $2 million

How Schwab's top tech executive for RIAs ended up with a fledgling competitor
Dan Skiles makes conscious decision to stop his 'Up in the Air' life and discovers the joys of being an entrepreneur

Monday 1.11.10
FinFolio's graphs are all available on-the-fly, without running reports.

FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface
Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart

Thursday 11.19.09
Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

Black Diamond is winning big accounts from Advent at an impressive clip
The Florida-based upstart has tripled its pipeline of customers since 2008

Monday 10.26.09
Say good-by to this website

Schwab technology undergoes metamorphosis
Beta tester still has wish list for Schwab upgrades

Tuesday 9.1.09
Nevin Freeman: RIABiz webmaster and tech critic at large

Nevin looks under the NetX360 hood (Part 3 in a 3-article series)
Pershing achieves objectives of giant revamp and leaves room for upgrades

Friday 8.14.09
Matt Lynch: Moving account to Pershing after it "broke down the borders" for hybrids

Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]
Capital Analysts and First Allied see true melding of hybrid assets at Pershing

Monday 8.10.09
Mark Tibergien: Plays role in marrying RIA and brokerage assets

Pershing puts RIA custody on desktop of thousands of IBD reps (One of three articles in a series)
Pershing makes mini-custodians out of broker-dealers

Thursday 8.6.09
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2012:
   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

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (253)
Fidelity (181)
TD Ameritrade (149)
Pershing (93)
SEC (90)
LPL (82)
Merrill Lynch (67)
Advent (65)
Black Diamond (57)
FINRA (55)
HighTower (44)
Ron Rhoades (41)
Les Abromovitz (41)
Tim Welsh (40)
MarketCounsel (39)
Brian Hamburger (39)
Bernie Clark (37)
Focus Financial (37)
Envestnet (37)
Raymond James (36)
Breakaway Resources (35)
Mike Durbin (34)
UBS (33)
Tiburon Strategic Advisors (32)
Smith Barney (30)
fiduciary standard (30)
Nexus Strategy (29)
401(k) (29)
advertisement

Most Emailed Stories »

Read 
Story » Fred Reish: Before, the statement said that you should consider firing the provider but now it's very clear that it's mandated.DOL tells employers when they must fire advisors to 401(k) plansRead 
Story » Larry King: No one owns us...It's really the best of all worlds.Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unitRead 
Story » Frank Leto sees value in Davidson Trust though Boston Private said it had a negligible bottom line impact. Where Boston Private Financial stands after selling one of its last original acquisitions for $10.5 million Read 
Story » Marty Bicknell: There will absolutely be more deals [this year].Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bankRead 
Story » Lou Harvey: It's really going to annoy the hell out of the plan sponsors.Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsors