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Articles tagged "Bill Winterberg"


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Eric Poirier: You don't want to be orphaned.
January 18, 2017 at 9:29 PM

Bill Winterberg (l.) and Joel Bruckenstein can perhaps resume their amicable ways.

Joel Bruckenstein settles suit with Bill Winterberg

The rare internecine RIA dispute caused a wound that can now begin to heal

November 8, 2016 at 11:30 PM

Jeff Remming: We saw the ineffectiveness of PortfolioCenter itself after a few years but there weren't many choices back then.

Orion lands $27-billion AUM account as BAM Alliance phases out its homemade system built on Schwab PortfolioCenter

The choice of the Omaha-based, open-source system by the giant DFA TAMP reflects the diverse needs of 140 RIAs -- and the need to up-robo client experience

October 20, 2016 at 3:47 PM

Most innovative? Judges including Michael Kitces, Jud Mackrill and Tina Powell ponder.

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 at 6:56 PM

Brian Hamburger: Given the case and knowing Joel, I thought I'd be a doing a net disservice by not participating here

Brian Hamburger joins the fray -- and ups the ante -- in Bruckenstein-Winterberg lawsuit

MarketCounsel CEO framed the answer to the Winterberg lawsuit; it says Winterberg did not meet 'measurable' demands and that he subverted T3 by promoting his own services

July 25, 2016 at 7:49 PM

Bill Winterberg: My attorney, Robert Graziano, has documentation for the numbers, revenue and expenses for all three years of T3 Enterprise.

As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion

In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him

June 2, 2016 at 6:39 PM

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.

After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

With ex-Schwabbie Bob Oros in RIA charge, Mike Durbin as leapfrogger-in-chief, and Sanjiv Mirchandani at the big desk, the Boston-based custody division is set to launch its new technology platform

February 3, 2016 at 7:46 PM

Vincent C. Gubitosi is the person behind the people behind the robo that will manage Fidelity Go assets.

With RIAs deliberately not in mind, Fidelity Investments launches Fidelity Go, a robo-advisor with the human touch of Vince Gubitosi

The Boston investments firm is using Geode Capital to call the shots, BlackRock as ETF supplier, and its own employees as its initial test subjects

November 20, 2015 at 10:32 PM

Rocky start: Coders -- presumably tamer than the miners who used to stay at this 19th century former hotel in Park City -- were evicted after complaints from the neighbors.

Strung out on Red Bull, and stung by a red-faced landlord, 70 tech nerds and Russian-style judges, Eric Clarke pushes RIA app coders to new limits in Utah suburb

No panels, no PowerPoint no breakout sessions -- just tech whizzes from competing firms striving to integrate their systems to better serve financial advisors

September 18, 2015 at 6:16 PM

Anthony Perkins: When they started poaching from Morgan and Merrill, I started to take notice.

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

August 31, 2015 at 6:19 PM

Peter Mangan: If you don't become asset custodians, we won't become investment advisors.

Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors

San Diego event celebrates emerging advisors and their emerging custodian

April 27, 2015 at 5:37 PM

Bill Crager: Financial planning creeps closer to us. We'd like to build or be strategic.

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved

Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist

April 21, 2015 at 5:43 PM

Stuart DePina: It's not an inexpensive proposition.

Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core

December 22, 2014 at 4:38 PM

Tony Robbins was given one hour, demanded two hours then performed for three.

Tony Robbins walks past the close a bit but nonetheless delivers at MarketCounsel

Despite detaining for three hours the just-arrived-in-Las Vegas crowd way past feeding time, Robbins won hearts, if not heads

December 9, 2014 at 9:34 PM

Kevin Cimring: RIAs love that we are integrated with CRM tools such as Salesforce. We also have a Redtail integration in the works.

Jemstep swipes the spotlight at T3 Enterprise Conference in Atlanta

This pure-RIA-play robo has an approach, a culture, a deal with TD Ameritrade and a technology that's hitting a sweet note

November 14, 2014 at 6:01 AM

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