Articles tagged "Joel Bruckenstein"
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SEC crackdown on 'set-and-forget' advice alarms RIAs, who face new 'burdensome' and 'expensive' reporting to curb alleged 'conflicts of interest' over 'deceptive' outsourcing
The spike in RIAs outsourcing functions formerly kept in-house triggered the crackdown, but is the red tape worth it? advisors ask
November 15, 2022 at 3:59 AM
Joel Bruckenstein delivers full-bore Texas T3 to record attendance, complete with news reports from Orion, Morningstar and others that were fortuitously timed
The RIA software guru got 1,000 people to Denton where data was the hot topic, and robo and crypto got short shrift.
May 5, 2022 at 3:05 AM
The 2021 RIA event comeback collapses as FPA, 'Invest In Others' and T3 cancel in-person events, but WealthStack, Riskalyze and SALT won't be deterred
Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.
August 24, 2021 at 11:27 PM
Jud Bergman admits Envestnet will be set back months, if not quarters at hands of Marc Kasowitz and his client, causing firm's shares to plummet
With FinancialApps yanking its software from its Chicago-based ex-partner -- and suing it on the way out the door -- the Envestnet CEO needs to find replacement and ward off a legal attack
August 10, 2019 at 6:09 PM
HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say
The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract
March 27, 2019 at 9:41 PM
It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both
The Fidelity-eMoney combination was a big success but a Yodlee-MGP pairing could turn the tide in the battle for the advisor desktop. Just don't call it 'competition'
March 16, 2019 at 2:04 AM
T3, held in two-cow town, churns out big news -- much of it about Apprise Labs, RightCapital debuts-- as industry shifts to planning from portfolio management
Joel Bruckenstien lured the RIA world to low-cost Denton, Texas and the RIA world brought stories of breakthrough deals, data and Clever domes
February 6, 2019 at 4:42 AM
SEI targets the 60% of its book that are planning virgins with Advizr's 'lite' planning software -- an MRI on held-away assets and way to boost SEI products sales
The Oaks, Pa.-based TAMP plans is to lure reps with the 'nibbling' software maker it part owns with a buy-one-get-one-free coaching and planning deal
December 5, 2018 at 11:03 PM
Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant
A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades
September 19, 2018 at 10:20 PM
Why Eric Clarke is pressing to give Orion's 1,500 RIAs first crack at BlackRock's Aladdin -- including two that already have feeds
The Orion Advisor Services CEO is working with a $5-trillion AUM asset manager but it boils down to his personal relationship with BlackRock's Brad Stanger
June 15, 2018 at 7:58 PM
Mike Sha's robo-advisor faced tough choices until two wirehouses offered unique partnerships -- and maybe a new business model to boot
Sure, the SigFig's founder plays by some of UBS's rules in taking its financial backing and giant systems account but beyond that, the freedom to cavort with Wall Street rivals is pretty unlimited.
June 14, 2018 at 3:46 PM
Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question
The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million
May 29, 2018 at 11:03 PM
After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel
RIAs told horror stories to the Omaha software firm in Phoenix about SEC compliance -- encouraged by presentation by NorthStar's Kylee Beach -- and it fell on receptive ears this time
March 27, 2018 at 11:50 PM
How Lori Hardwick's startup -- funded to the gills -- may co-opt the advisor desktop by creating an overarching open architecture
The co-founder's AI Labs is a portal-of-portals software that means to create -- and just may -- a virtual mono-custodian, mono-software platform
March 15, 2018 at 1:53 AM
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles
