Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab
Dean Rager
I am sorry I missed your conference, it sound like you put on one hell of a good show for your first ever client conference. Good luck in the future and we look forward to working with you.
http://lenta-kazan.ru/user/k4nkiody8/
Although savoring the crisp high quality of your Apple iPad display screen and its straightforward navigation, the iPad enterprise consumer can nonetheless have his vital data be synced as a result of Microsoft Exchange Server to other typically utilized units these types of for a mobile phone, desktop laptop or website browser.
http://www.helmig.com/vista/vreliabm.htm
CPT code 62310 or 62311 ( Injection(s), of diagnostic or therapeutic compound(s) (such as anesthetic, antispasmodic, opioid, steroid, other answer), excluding neurolytic substances, including needle or catheter positioning, involves distinction for localization when performed, epidural or subarachnoid ?
Related Moves
UBS bets its 'wealth' future on ex-Schwabbie Naureen Hassan, a corporate digital A-lister, who analysts give a fighting chance to transcend PaineWebber's ossified culture
Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.
July 16, 2022 at 1:35 AM
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 at 10:19 PM
Oleg Tishkevich builds instant McKinsey-killer in RIA consulting by offering gigs and equity to six solo stars, but good luck managing egos and economics, says someone who's been there
The restless Invent.us founder names (thus far) Tim Welsh, Suzanne Siracuse, Gavin Spitzner, Mark Hollingsworth and Brian Bleasdell as owners in exchange for being on call to tackle big gigs as a superteam
September 10, 2019 at 10:52 PM
Whiplashed by meteoric growth, Oleg Tishkevich seeks help to reinvent INVENT and brings Larry Roth on board to tame the flames
The Seattle firm has already quintupled the scale achieved by Tishkevich's FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow up fast.
March 11, 2021 at 11:49 PM
Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
