Articles tagged "Eric Clarke"
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Charles Goldman takes seat on Orion board sparking thoughts about RIA custody comeback in Omaha and just what it can do with the Redtail, Brinker and TownSquare acquisitions
The ex-Schwab/Fidelity RIA custody chief was a turnaround CEO at AssetMark where he ushered in a custody offering and an IPO.
October 1, 2022 at 12:45 AM
Two years (almost) after leaving Orion, Hussain Zaidi unveils a second financial planning company, more like a budget robot, with Eric Clarke as an investor
The founder of Advizr sold his firm to Orion in 2019, left at start of 2021, and he's now ready for a new start. also backed by Vanilla founder Steve Lockshin and Lloyds of London's chairman.
September 24, 2022 at 1:48 AM
Eric Clarke hands 'Orion' reins to Brian McLaughlin in big reorganization that frees him to begin high-level hacking of 'One Orion' with newest hire Michael Wilson
The Orion CEO is yielding day-to-day power in the software sphere to the Redtail founder so he can think about integration from 30,000 feet with an unusual LPL entrepreneurial talent in Wilson.
September 8, 2022 at 1:07 AM
Schwab Advisor Services scuttles Orion's sweetheart TD Ameritrade software deal, but Eric Clarke is hopeful a fresh romance with Apex Clearing may blossom the same way
The Westlake, Texas RIA custodian 'sunset' the 2009 Eric Clarke deal with former TDA CEO Tom Bradley that lifted both Omaha firms.
August 17, 2022 at 1:24 AM
Eric Clarke is now in the OCIO business -- shortly after 3,400 advisors attended a Redtail CRM webinar -- which 'unlock(s) incredible cross-selling opportunities,' and all but bakes in 'no summer slump'
Orion closed its Town Square deal to sell outsourced chief investment officer services, but Orion is still madly hiring more staff and won't get to kick back for a summer lull.
July 13, 2022 at 6:05 PM
Orion Advisor Solutions moves to let RIAs eat real-time 'cake' rather than API 'recipes' with help from Amazon's AWS and a determined Carson Group
The Omaha, Neb., software and investments firm is already doing a pilot with Ron Carson's $20-billion RIA and will make the data leapfrog across its clientele
May 3, 2022 at 3:07 AM
In blockbuster deal, Eric Clarke gets Brian McLaughlin to remove 'blinders' and sell Redtail to Orion after one football game and three years of 'unreturned text messages'
The Redtail CEO and founder will now be an Orion board member and major shareholder but arrived at his friend's vision and mindset at his own pace.
April 20, 2022 at 1:55 AM
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
Rather than canceling conferences, Orion and Morningstar are hiring doctors, medical staff for upcoming in-person events -- a very 2021 expense to curb COVID and the liability it represents
Having doctors and nurses is the crowning touch to form the smallest bubble possible, making attendees accountable and sparing no expense to avoid COVID superspreading.
August 27, 2021 at 10:26 PM
The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar
The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.
July 17, 2021 at 3:05 AM
Riskalyze blindsides Orion with full-scale attack on its new risk software unit, but Orion CEO Eric Clarke vows to take action if necessary to protect his brand
The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion's freshly acquired HiddenLevers unit, but a backlash may be brewing.
May 13, 2021 at 3:29 AM
Eric Clarke moves lightning fast to close HiddenLevers deal -- saying its hidden virtues in taming the 'investor problem' make it an ASAP matter
The Orion CEO made the deal in early March and closed today, then laid out a precise 12-month roadmap of integration to close the 'behavor gap.'
April 16, 2021 at 1:28 AM
With Envestnet-Yodlee showing no let-up, Orion Advisor Services and Brinker Capital race to close merger in just three months, a leap toward 'unstoppable,' both organically and inorganically
The closing of the Omaha, Neb. and Berwyn, Pa. brands creates one Orion brand that will begin cross-selling software and asset-management products as early as October, with a profile more like Envestnet.
September 25, 2020 at 5:02 PM
In a deal wired by a 'Tony,' Orion leaps to the top TAMP tier, with $42 billion and $1 trillion-plus of RIA portfolios, which may make it more lethal to rivals
At the urging of Genstar's Tony Salewski, the Omaha organization will pay an estimated $600 million for Brinker. In the process, Orion becomes a 1,000-employee firm-- one notch below No. 3 AssetMark on the TAMP list
