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Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

Author Sanders Wommack August 17, 2015 at 4:51 PM
2 Comments
no description available
Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

TAMPs


brooke southall

brooke southall

August 17, 2015 — 9:56 PM

I just deleted comments left by people who identified themselves as ex-Curian employees.

You can leave a critical comment but not vitriolic unsourced stuff or you force
me to delete it.

Thank you,

Brooke

Bill

Bill

August 18, 2015 — 4:48 PM

Interesting article.


Related Moves

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September 29, 2022 at 1:24 AM

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July 27, 2022 at 2:27 AM

Goldman Sachs RIA custodian delayed indefinitely, as 'technical details' bedevil launch date

The clock is ticking on the New York City investment bank's strategic imperative to strike while TD Ameritrade and Schwab merge, but Goldman may be facing similar obstacles combining with Folio Institutional.

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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow

Brinker Capital
Asset Manager for RIAs
Top Executive: Eric Clarke, CEO

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts



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