Articles tagged "Envestnet"
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Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces
The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth
September 24, 2012 at 5:15 AM
Sterne Agee makes its RIA custody debut after customizing for Meg Green's $650-million RIA
It started as 25 people with notepads and Southern accents surrounding the Royal Alliance-using Miami--based advisor principals
September 5, 2012 at 4:50 AM
After bringing in $500 million in first year, breakaway Lockwood execs set sights on bigger growth
Palladiem is now investing in a big sales talent to reap previously unsolicited clients
August 24, 2012 at 4:56 AM
A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on
August 20, 2012 at 3:49 AM
Why the San Francisco Bay area is almost certainly the capitol of the RIA business
Companies like Schwab, Advent-Black Diamond and Salesforce are based here for starters -- but big wealth managers and lots of open-minded rich people clinch the matter
July 23, 2012 at 3:31 AM
Brothers reunite as a $3.8 billion ex-Graystone team forms its own RIA
Morgan Stanley Smith Barney's elite consulting unit pushed out the older brother based on alleged wrongdoing and his younger brother spearheaded a breakaway to rejoin him
July 11, 2012 at 3:27 PM
SEI makes its play for big RIAs by doing some un-SEI things
The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors
June 26, 2012 at 2:26 PM
How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market
Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices
June 25, 2012 at 4:55 AM
Frank Campanale's E.F. Hutton reboot starts to take shape as ex-Hutton executives sign on
The revived brand is very much a work in progress, says its once and future steward Jamie Price
June 12, 2012 at 4:48 AM
How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert
100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes
June 8, 2012 at 5:05 AM
Registered Rep. is finally changing its name
It'll be WealthManagement.com for online content and the print publication also gets a modified moniker
May 17, 2012 at 5:03 PM
Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes
Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets
May 8, 2012 at 6:28 AM
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
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
