Articles tagged "Ted Tsung"
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Antitrust suit against Schwab and TD Ameritrade merger draws 'stunt' accusations and judge agrees
Franklin Tsung’s company, BlackCrown, filed suit in New York against Schwab and TD, but his decision to do so without a lawyer made it a clear 'stunt,' sources say.
January 3, 2020 at 5:26 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
As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
May 15, 2018 at 5:26 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
CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft
As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves
January 4, 2018 at 10:56 PM
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
Schwab gives Salesforce the heave-ho as hub of Intelligent Integration
150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership
March 31, 2016 at 3:03 AM
Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
December 2, 2015 at 4:58 AM
Morningstar throws more money -- and loses one of its own -- at keeping its stake in a Bloomberg-lite venture intact
The bullish Chicago data company leads a fourth round of funding for YCharts and one of its managers left to help the start up
June 2, 2015 at 5:03 PM
Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers
Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up
