Articles tagged "Curian Capital"
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AssetMark CEO Charles Goldman grabs $5.7B Global Financial out from under rival Envestnet's nose, gets ex-Curian CEO and solidifies his firm's own future in the brutal TAMP game; but don't call it a roll-up
At number two in TAMP ranks, the Concord, Calif.-based TAMP with $46 billion bought Global Financial, whose CEO headed Curian in its growth years and got out well before its death
August 25, 2018 at 1:52 AM
AssetMark records 'off the charts' year and SEI is 'right on track' after staggering $1-billion platform overhaul
Concord, Calif.-based TAMP added $10 billion of AUM, 900 advisors after hiring TD Ameritrade's Veo API fintech star
February 23, 2018 at 4:39 PM
Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian
Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box
March 3, 2016 at 10:24 PM
What the collective unconscious of RIAs in 2015 revealed as crunched by RIABiz article readership
Those taking new and interesting risks, very much including the ones behind robo efforts, created the kind of drama that an advisor mind could appreciate
December 28, 2015 at 5:22 PM
AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 billion from the ocean floor
The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors
October 19, 2015 at 3:43 PM
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 at 4:51 PM
Following 'irregularities' Mark Mandich says Curian Capital will close its doors in 2016
In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators
