Tom Giachetti’s 10 Blunt Compliance Warnings
The federal compliance picture: What SEC examiners want. The local compliance picture: State examiners "are not your friends."
Junxure CRM Announces TD Ameritrade Veo Integration
Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.
Russell Expands ETF Lineup
Russell Investments introduced the Russell High Dividend Yield ETF (HDIV) and Russell Small Cap High Dividend Yield ETF (DIVS).
Advisor Group Picks Junxure to Provide CRM Integration for BD
Deal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.
Three-City Workshop Will Address Integrating CRM and ECM
Compliance workshop features Tom Giachetti, Greg Friedman and Tim Welsh on benefits of software integration.
Schwab New Business Will Offer Integrated Services Platform to Advisors
Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.
Junxure Expands CRM Offerings With Range of Consulting Services
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.
Advisor CRM Junxure to Be Available in Web Version in 2012
Junxure president Greg Friedman said the move to the cloud fits into the firm's core strategy of providing “choice and control” to its users.
Culture Shock: How to Manage a Successful Merger
Culture clash has been blamed for many uncomfortable mergers, including the Normans' takeover of Saxon England in 1066 and Bank of America's 2009 acquisition of...
Catching Up With...
You've heard about Greg Friedman perhaps in conjunction with Junxure, the CRM firm he co-founded, or the Your Silver Bullet technology integration initiative, or when...