Articles tagged "RegentAtlantic"


HeadlinePublish date

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

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

May 9, 2012 — 4:36 PM UTC

Schwab EXPLORE goes deep into the Rockies with big RIAs

Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

June 27, 2011 — 2:36 PM UTC

Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software

Tamarac has made leaps, say iRebal loyalists, but it had a long way to go

July 9, 2010 — 6:26 AM UTC

How one top adviser plans to capitalize on 2010 growth opportunities

Making databases seamless is job one

January 4, 2010 — 5:43 AM UTC
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