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
Related Moves
Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo
The RIA software 'trailblazer' and co-founder of MoneyGuidePro has been working on departure for a year; will transition to a 'consultant,' company says
January 7, 2023 at 1:50 AM
Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm
Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.
July 27, 2022 at 2:27 AM
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 at 1:42 AM
Executive shake-up and staff hiring binge change Dynasty Financial Partners' talent mix, with Todd Thomson, Scott Welch, Ed Friedman and 12 women as headliners
The St. Petersburg-based producer of 'synthetic RIA scale' will continue to aggressively hire and adjust its talent ranks as it readies for next growth push.
September 24, 2019 at 2:02 AM
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AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung
Envestnet Inc
TAMP
Top Executive: Jud Bergman
Bill Winterberg
It continues to amaze me that today, in 2012, someone has to “man the phones” in an office.
Advisors, vendors, service providers, asset managers, et. al. need to ditch their aging PBX phone system and jump on the virtual phone bandwagon.
Peter Giza
Bill,
If one decides to stay in a stricken area for reasons of supporting the community, etc., I can understand.
However I can’t agree more with you on planning for disaster and building a resilient business. And while I do agree with your point on PBXs, I for one am still not impressed with VOIP. Unfortunately I can still tell that I am on the other end of a VOIP conversation about 80% of the time even with large enterprise accounts.
Perhaps when people stop hugging their Exchange servers they will also stop bowing to their NEC PBXs and move into the 21st century:)
Pete
