Articles tagged "Jim Lumberg"
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Never mind Tamarac, Envestnet is getting RIAs on board with its own stand-alone software
Four principals of RIAs sized $25 million to $2 billion in AUM talk about why they just switched to Vantage from other providers
April 16, 2012 at 4:24 AM
Orion wins another RIA with $1 billion-plus in AUM
Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up
September 22, 2011 at 3:03 AM
Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond
July 6, 2011 at 4:17 PM
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