Articles tagged "AssetMark"
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Big brokers take action on F-Squared funds and Virtus shares reel as SEC actions sink in
Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official
January 22, 2015 at 8:01 PM
How Howard Present parlayed an intern's algorithm into a small fortune -- and when the SEC says he knew of a mega-disconnect
The SEC alleges that the former F-Squared CEO engaged in a massive cover-up with lies, and the fabrication related to faulty backtesting
January 6, 2015 at 6:20 PM
Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves
On a short Raymond James, RBC and Wells Fargo leash, the biggest ETF manager in the industry with $28 billion loses Howard Present and brings up Laura Dagan from its board of directors
December 4, 2014 at 12:36 AM
Charles Goldman rolls up a TAMP that handles clients with concentrated equity positions and 401(k) accounts
The AssetMark deal adds $1.7 billion and 600 advisor-clients
October 24, 2014 at 1:03 PM
AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer
After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie
September 3, 2014 at 12:52 PM
How Ron Cordes is putting RIA, UBS, billions of dollars and the Congo into the same impact-investing conversation
The AssetMark co-founder has a charity and for-profit and competes and engages in co-opetition with UBS, Schwab, Fidelity and Vanguards
July 8, 2014 at 3:50 PM
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
May 13, 2014 at 2:11 PM
How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership
As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see
April 24, 2014 at 6:28 AM
Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life
The Fidelity and Schwab veteran is criss-crossing the country as managing principal rather than part-time coach
April 10, 2014 at 3:27 AM
Black Diamond blows the lid off asset growth in Dave Welling's first year in charge
Assets jumped about 65% and the former Schwabbie says that growth is accelerating
February 26, 2014 at 8:00 AM
The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers
February 10, 2014 at 5:23 AM
Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO
Myra Rothfeld also departs as Goldman sets his sights on software, service revamp
January 13, 2014 at 4:31 PM
'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover
Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark
November 7, 2013 at 5:57 PM
Ron Cordes tells about his Next Big Thing after selling AssetMark
The Genworth exec headed to Africa to dig wells after cashing out of AssetMark but realized he could do more with impact funds
