Oisin's Bits: Vanguard aborts banking effort, because it was more fixated on beating BoA than being itself, an analyst says; SEI is killing it in the Mercer/Russell realm by competing with a retrofitted TAMP-thingy

The $5.3-billion Malvern, Pa. monster finds its investors want it to stick to investing, not checking accounts and the Oaks, Pa. TAMP leader gets upmarket with no-conflict pitch and product fit and

Author Oisin Breen March 22, 2019 at 11:22 PM

2 Comments

Frank Wilkinson: If you're a consulting client and paying less in fees, how are you not concerned that the OCIO clients who are [spending] more are getting preferential treatment?

Robo-Advisors

TAMPs

Will Trout

Goldman Sachs

Russell Investments

SEI

Wealthfront

Dynasty Financial Partners

Mercer

Cerulli Associates

The Vanguard Group

Betterment

HighTower Advisors

Acorns

Ategra Capital Management

Rich Repetto

Robinhood

SMArtX

Jonathan Holtaway

Sam Boyle

April 17, 2019 — 5:35 PM

Hey Oisin Breen, I really enjoyed your article. Would it be possible to ask you a few questions regarding SEI's Tamp thingy?

Oisin Breen

April 17, 2019 — 10:25 PM

Hi Sam, that's very kind of you to say indeed, and most certainly. Though but a layman, I'd be happy to help if I can. Drop me a line on oisin@riabiz.com

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Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Russell Investments
TAMP
Top Executive: Jennifer Tice

Wealthfront
Portfolio Management System
Top Executive: Andy Rachleff

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein

Mercer Consumer
Insurance

SMArtX Advisory Solutions
TAMP
Top Executive: Evan Rapoport