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
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Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke
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Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him
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Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo
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Junxure
CRM Software
Top Executive: Greg Friedman
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Financial Planning Software
Top Executive: Bob Curtis
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Consulting Firm
Top Executive: Bill Winterberg
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Consulting Firm
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Kitces.com
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Top Executive: Bo Brustkern
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Top Executive: Michael Wilson
Bo Brustkern
Congratulations to RIA-in-a-Box and TRX on your well deserved “Best in Show” awards. We were honored to be among you, and look forward to many years of collaboration to come. To Eric, Jud, and the whole Orion / Mineral team: you are a class act. Well done!
Pete Giza
Speaking for WealthSite, Fuse was a great experience. The excitement and comradery made it a “must be there next year” event and we look forward to our potential of making the grade for next year’s event wherever it may be.
The tech presentations were enlightening and eye-opening enabling the audience to identify new integration opportunities and even potentially new products borne of innovation and combination of those present.
While the judges took some exception to participating partners not coding at the event, further investigation revealed that those partners were launching completely new and/or complex APIs and capabilities with Orion. Some partners were coding and collaborating remotely with Orion engineers attending Fuse. Bivouac coding to API version 1.0 is tough when there are 36 hours to reach success so perhaps some leeway is in order.
Speaking for Pete Giza, despite contracting a respiratory infection on the flight out – Fuse represents the type of collaborative effort this sector of the FinTech industry needs so badly.
We had a great time and look forward to next year!
Pete
