RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

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

Author Brooke Southall May 8, 2012 at 3:27 AM
Admin:
0 Comments
no description available
Alex Potts: It's the biggest investment we've ever taken on.

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

RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig

Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.

December 3, 2022 at 3:16 AM

November 18, 2022 at 2:56 AM

See more related moves

Mentioned in this article:

Tiburon Strategic Advisors
Asset Manager for RIAs
Top Executive: Charles Roame

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo