RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors

The No. 1 IBD has miles to go in its mission to strip down and rebuild its once 'pretty horrible' platform but CIO Victor Fetter says dramatic changes are already evident

Author Lisa Shidler August 31, 2015 at 6:19 PM
1 Comment
no description available
Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

Technology

LPL

|

T3

|

FPPad


Stephen Winks

Stephen Winks

August 31, 2015 — 8:56 PM

Technology is the key to universally needed advisory services innovation. By definition advisory services innovation looks nothing like brokerage technology which is why technology is the Achilles Heel of Wall Street, as it adds unnecessary complexity. Hopefully Perkins has an open mind and is not too committed to conventional brokerage as a new highly disruptive advisory services technology is in great demand and will win massive market share in the best interest of the investing public. A simplifying authenticated prudent investment process is the key to unlocking market share in concert with advanced technology will trigger a Renaissance in Advisory Services..

SCW
Stephen Winks


Related Moves

August 19, 2020 at 2:18 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

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 at 7:40 PM


Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.