Articles tagged "Greg Friedman"
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Ken Golding, who rewrote RIA software history only after Greg Friedman got three haircuts, stopped griping and acted on his hair stylist's advice, has died; he was 62
The Junxure legend was in Texas as a code writer for hire when he got a call from a shorn, California startup RIA owner, who was tired of using 'mail-merge' to integrate advice processes.
January 31, 2023 at 3:02 AM
Forgoing 'crazy' offers, Greg Friedman is -- yes, surprisingly -- selling 100% of Private Ocean to a roll-up that is part old Bronfman Rothschild and part NFP-owned Sontag Advisory
The Wealthspire rollup will jump to near $17 billion after adding $2.7 billion from the formerly acquisitive San Rafael, Calif. RIA whose founder can't wait to be an employee, again.
November 22, 2021 at 4:12 PM
Buckingham Strategic Wealth and Private Ocean hire startup Flourish as agent of FDIC-insured cash in rebuff to more established players like MaxMyInterest
Flourish sees a window to contest the incumbents with 'easy button' software that lures Greg Friedman's and Adam Birenbaum's RIAs, which combine for nearly $55 billion of AUM
February 11, 2020 at 11:37 PM
After attempting LBO and discarding four other offers, Norm Boone jumps into the Private Ocean
CEO of Mosaic Financial shopped around before settling with Greg Friedman, whom he'd long considered a white knight
September 24, 2018 at 8:32 PM
Downmarket Redtail hustles at 'crazy pace' to steal march upmarket as CRM rival Junxure wires merger and Salesforce relaunches as an off-the-rack product
The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers
May 10, 2018 at 9:00 PM
Greg Friedman buys 'needle-in-a-haystack' Seattle RIA
With a much more feminine look, the CEO of Private Ocean can now assault Amazon.com wealth
January 20, 2018 at 12:11 AM
Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean
WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy
January 2, 2018 at 10:28 PM
Caveats galore, Redtail attempts CRM revolution based on texting starting with 27,000 firms who use its software
Compliance experts and advisors throw down the gauntlet on CRM chat challenges but CEO/CTO Brian McLaughlin is unfazed
October 11, 2017 at 7:30 PM
Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat
The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns
October 2, 2017 at 9:00 PM
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
May 1, 2017 at 4:14 PM
Advent's parent buys Salentica to bolster Black Diamond CRM
SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise
October 24, 2016 at 2:48 PM
Jaws drop after Dale Brown Skypes keynote address to Laser App conference with the claim: 'We were fiduciary believers long before being a fiduciary was cool'
The FSI chief's comments lit up Twitter then T3's Joel Bruckenstein and cleverDome announced a cybersecurity consortium at the San Diego gathering
August 15, 2016 at 8:03 PM
Feeling RIA custody oats, Dan Skiles and Peter Mangan attract smaller RIAs but big-name lights to SSG event
The ex-Schwab RIA software chief delivered keynote at his Shareholders Service Group confab
April 25, 2016 at 7:41 PM
In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper
November 5, 2015 at 7:26 PM
Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas
Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center
