Articles tagged "Bill Crager"
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Top 12 crucial technology happenings affecting RIAs in 2012, Part 2
Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list
January 22, 2013 at 4:15 AM
Dynasty Financial turns two, picks a new long-term goal and shows off $2 billion of SMA assets
The New York corner-office outsourcer guys leave plenty of room to grow but will never have Smith Barney numbers
December 17, 2012 at 3:55 PM
How RIA business players in New York are roughing it through Hurricane Sandy
Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions
October 31, 2012 at 6:57 PM
With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform
The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently
May 8, 2012 at 3:27 AM
As it closes its $54-million purchase of Tamarac, Envestnet details plans to deploy $7 million worth of retention incentives
The big outsourcer says it wants Tamarac's execs to stay aboard -- and not just for the a few months
May 3, 2012 at 5:17 AM
With formerly hot TAMP category hitting a cold patch, Envestnet stays on a roll
Genworth had great annual results but hit an asset-gathering wall this summer; Brinker, a dark horse, makes solid showing
March 9, 2012 at 5:16 AM
Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
February 21, 2012 at 6:27 AM
The 10 most influential figures in the RIA business going into 2012
The RIA power elite: Part 1 of 2
January 3, 2012 at 3:51 AM
With fear ruling the markets, Envestnet makes a temporary conference series into a semi-permanent one
The Chicago company is also opening the call to any advisor - regardless of whether they do business with its TAMP
September 27, 2011 at 4:03 AM
How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on
September 12, 2011 at 1:51 PM
100 advisors convene with Envestnet's Crager and Stategas' Rissmiller to share strategies for managing the market turmoil
Some clients are doubling down on equities
August 11, 2011 at 3:00 PM
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
TAMP assets came easily to Genworth, Envestnet and Loring Ward in 2010 and the fourth quarter sizzled
Giant SEI had a big turnaround but ended on a down quarter
March 10, 2011 at 5:38 AM
(Updated) Groundbreaking SEC study would smash old regulatory system, creating fiduciary brokers and more regulated advisors
Controversy and conflict emerge as SIFMA, Schwab and others begin to react
January 24, 2011 at 3:16 PM
(Updated) Ron Fiske comes aboard at Envestnet as company unveils its grander technology vision
The former high-level advisory exec at Fidelity will sit at the right hand of Bill Crager and court RIA custodians
