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Articles tagged "AdvicePeriod"


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Lowell Putnam: We've all decided to band together to principles that arent even necessarily in our own best interests.

Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'

The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians

May 17, 2018 at 7:24 PM

Cara Reisman: We want to meet as many needs as possible while still being easy to use.

Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios

Cara Reisman absorbs duties of Tom Kimberley -- then gets to work making the New York robo-custodian more like classic RIA custodians

March 29, 2018 at 12:06 AM

Lowell Putnam: It ensures everything on both sides of the transaction is 'fit for purpose,' meaning it's just down to the National Securities Clearing Corp.-DTCC to do the necessary work..

Quovo is developing an ACATS rooter process with Apex Clearing as first to sign on

The Silicon Alley startup is using its data science as a way of attacking a clog considered not susceptible to intervention

November 14, 2017 at 11:09 PM

Mike Durbin: The number one thing I will do in this job is serve as chief advocate for our clients.

'No BS' Mike Durbin leapfrogs up the Fidelity Investments ladder but can he serve RIAs, eMoney and Abby?

RIAs run out of superlatives for the eight-year exec's ability to 'get it' at both the intrapreneurial and entrepreneurial level as he ascends to president of $2.3-trillion Fidelity Institutional

October 6, 2017 at 8:06 PM

Hussain Zaidi: I wouldn't be here if it weren't for my time at Ameriprise.

Advizr gets Series A $7-million investment in bid to create software with best of eMoney, MoneyGuidePro and Mint.com rolled into one

Franklin Templeton, SEI and Fenway Summer place $7-million wager on Hussain Zaidi, a former Ameriprise broker who cites his 'unfair advantage' in starting from scratch against a software category that got going decades ago

June 22, 2017 at 12:28 PM

Lowell Putnam: We've got the second-mover advantage.

Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues

CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell

May 30, 2017 at 6:09 PM

Christopher Norton: This campaign shows they are willing to ... run the type of national campaign these advisors could not execute on their own

Schwab wows EXPLORE 2016 crowd with revived bid to advertise RIAs with two magic ingredients: Schwab branding and a budget of 'millions' of dollars

Though skeptical observers call the effort window dressing, the San Francisco custody giant is incorporating lessons learned from the lackluster RIA-Stands-For-You campaign of 2011

June 22, 2016 at 7:50 PM

Steve Lockshin: The long play is as this generation of advisors turns over that we’ve created the time and space for advisors to focus on things that give their clients joy.

Debriefing a post-Convergent Steve Lockshin as he once more builds a classic RIA -- or is it neo-classical?

AdvicePeriod's chief says he won't poach Convergent (if he can avoid it) and hopes that his $300-million RIA will have a Betterment feel

January 8, 2015 at 5:55 PM

Steve Lockshin: I wrote a big check.

Tiburon CEO Summit extrudes big news: Betterment Institutional is born

Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in

April 8, 2014 at 9:39 PM

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