Articles tagged "Randy Bullard"


HeadlinePublish date

Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse

The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals

April 26, 2017 — 5:41 PM UTC

After years of working to stand on its own two feet, Placemark staggers into the arms of Envestnet

The future looked nova-bright in 2006 when Smith Barney labelled the Dallas-based advisor, but since then the UMA specialist has fallen short of expectations

July 3, 2014 — 3:24 PM UTC

TD Ameritrade paves the way for breakaway books of business to transfer intact

PlaceMark deal modifies unified managed account platform so advisors can plug in their former wrap managers

September 15, 2010 — 6:00 AM UTC
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