Articles tagged "Michael Stier"


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Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 — 4:51 PM UTC

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan

CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

August 9, 2012 — 5:28 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

How the breakaway movement is driving the outsourcing trend

Simplifying day-to-day tasks is at a premium for firms set on executing intensive growth strategies

May 17, 2010 — 4:30 AM UTC
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