Articles tagged "Jim Lumberg"

HeadlinePublish date

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

April 16, 2012 — 4:24 AM UTC

Orion wins another RIA with $1 billion-plus in AUM

Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up

September 22, 2011 — 3:03 AM UTC

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 — 4:17 PM UTC
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