Articles tagged "Jim Starcev"

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Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

September 10, 2014 — 1:41 PM UTC

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond

Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors

March 25, 2014 — 1:30 PM UTC

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way

As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time

December 11, 2013 — 6:41 PM UTC

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities

Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening

February 25, 2013 — 4:52 AM UTC

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

June 19, 2012 — 4:02 AM UTC

Big deal: Envestnet will acquire Tamarac for $54 million

The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"

February 16, 2012 — 6:17 PM UTC

Peter Hess will take the CEO reins at Advent Software

The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June

January 6, 2012 — 3:57 PM UTC

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch

The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

August 31, 2010 — 12:53 PM UTC

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge

Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

May 10, 2010 — 6:34 AM UTC
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