Greg Friedman

• Junxure CRM Announces TD Ameritrade Veo Integration

  By John Sullivan, AdvisorOne  |  October 23, 2012

  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

  By Ronald Delegge, ETFguide.com  |  April 25, 2012

  Russell Investments introduced the Russell High Dividend Yield ETF (HDIV) and Russell Small Cap High Dividend Yield ETF (DIVS).

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  Advisor Group Picks Junxure to Provide CRM Integration for BD

  By James J. Green, AdvisorOne  |  February 27, 2012

  Deal will allow sharing of client data between Vision2020 platform at three BDs in Advisor Group and Junxure CRM application.

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  Three-City Workshop Will Address Integrating CRM and ECM

  By James J. Green, AdvisorOne  |  October 4, 2011

  Compliance workshop features Tom Giachetti, Greg Friedman and Tim Welsh on benefits of software integration.

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  Schwab New Business Will Offer Integrated Services Platform to Advisors

  By James J. Green, AdvisorOne  |  September 7, 2011

  Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.

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  Junxure Expands CRM Offerings With Range of Consulting Services

  By James J. Green, AdvisorOne  |  August 26, 2011

  Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.

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  Advisor CRM Junxure to Be Available in Web Version in 2012

  By James J. Green, AdvisorOne  |  March 1, 2011

  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

  By Olivia Mellan  |  September 1, 2010

  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...

  By James J. Green, AdvisorOne  |  June 1, 2010

  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...

• Catching Up With: Greg Friedman

  By James J. Green, AdvisorOne  |  June 1, 2009

  The last time we spoke to Greg Friedman, he was among the cadre of advisors interviewed for the March 2009 cover story on how industry...