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So far inStream Wealth has created 21 entries.

Investment News – Adviser shares two technology must-haves to help land prospects

The experience that financial advice clients expect today has evolved, and firms that don’t have speedy service are going to get rolled over, said Alex Murguia, managing principal of McLean Asset Management in McLean, Va. He is also a board member of inStream Solutions, a financial planning system. What’s even more surprising is the […]

October 19th, 2016|

RIA Biz – Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two

The Tiburon CEO Summit comes at you in waves punctuated by lulls. But when a Big Barrel rises up, there are plenty of minds agile enough to see it for what it is and hang five on it.

This fall’s version of Chip Roame’s semiannual event at the Ritz Carlton in San Francisco — an exquisite but airless chamber with […]

October 17th, 2016|

Advisors Increasingly Need Technology in the age of the “Robo”

By John Wotowicz, CEO, inStream Solutions
In the era of Robo-Advisors, technology can be the tool that gives advisors the edge.

TD Ameritrade/FA Insight recently published their annual study of advisory firms. The 2016 study, FA Insight Study of Advisory Firms: Growth by Design, identified the challenge most advisors face – slowing asset growth and rising […]

October 11th, 2016|

inStream Ceo To Lead Venture Capital & Private Equity Panel At Tiburon Ceo Summit

Washington, DC (October 5, 2016) — inStream Solutions, the premier financial planning software that is revolutionizing the way wealth managers deliver advice to clients, is pleased to participate in the semi-annual Tiburon CEO Summit at the Ritz Carlton San Francisco, October 10-12. inStream CEO John Wotowicz will facilitate the conference’s venture capital and private […]

October 7th, 2016|

The Future of Financial Planning – An Interview with Alex Murguia

Do you want to hear what Alex Murguia thinks about the future of financial planning? Click here to get the full story from SEI Investments Management Corporation

December 2nd, 2014|

RIA Biz – Buckingham Asset Management and inStream Strategic Partnership

Interested to learn more about our strategic partnership with Buckingham Asset Management? Click here for a summary on the partnership from RIA Biz.

November 18th, 2014|

Advisor Perspectives – Bob Veres on inStream

Check out what Bob Veres with Advisor Perspectives has to say about inStream, as well as our creative visionary Alex Murguia. Click here to read the full article on Advisor Perspectives.

October 21st, 2014|

Buckingham Asset Management & BAM Advisor Services announces selection of inStream wealth management technology platform

Buckingham Asset Management & BAM Advisor Services announces selection of inStream wealth management technology platform
Planning-centric software will support more than 370 Buckingham/BAM advisors at more than 140 Client Firms
St. Louis, MO – October 20, 2014 – Buckingham Asset Management/BAM Advisor Services, one of the country’s largest independent wealth management enterprises, has chosen the inStream planning-centric […]

October 20th, 2014|

Wall Street Journal – Alex Murguia on the Future of Wealth Management

Alex writes about the future of wealth management in the Wall Street Journal’s latest “Voices” piece. To view the full article, please click here.

May 17th, 2013|

Advisor Perspectives – inStream Innovations

Bob Veres with Advisor Perspectives gives his opinion on how innovations with inStream are helping to revolutionize financial planning. To read the full piece, please click here.

April 9th, 2013|