Articles tagged "Stuart DePina"

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Black Diamond partners with MoneyGuidePro to create a turnkey product

David Welling also adds Salesforce, Redtail and Junxure to a bundle that mimics Tamarac and Orion in creating foolproof integration

June 15, 2015 — 3:30 PM UTC

Envestnet acquires Finance Logix on heels of Upside

The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

May 6, 2015 — 9:57 PM UTC

Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core

December 22, 2014 — 4:38 PM UTC

Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab

Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport

May 16, 2014 — 9:05 PM UTC

Tamarac doubles down on Microsoft to be more like Salesforce

Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

April 28, 2014 — 5:59 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

Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals

Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers

November 25, 2013 — 9:13 PM UTC

Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy

The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

June 26, 2013 — 5:12 AM UTC

The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force

With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm

February 19, 2013 — 5:13 PM UTC

Top 12 crucial technology happenings affecting RIAs in 2012, Part 2

Silicon Valley woke up to the potential RIA business, a phenomenon perhaps best embodied by the meteoric rise of one youth-fueled venture -- and our No. 1 pick on this list

January 22, 2013 — 4:15 AM UTC