News, Vision & Voice for the Advisory Community


How RIA business players in New York are roughing it through Hurricane Sandy

Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

Author Kelly O'Mara October 31, 2012 at 6:57 PM
no description available
Todd Thomson lives on an evacuated island but decided to stay with neighbors and depend on generators.

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Bill Crager makes critical hire of 'step back from the numbers,' Joshua Warren, replacing 'brother' Pete D'Arrigo at CFO; Warren had a big role at BlackRock -- Envestnet's biggest stakeholder

The Envestnet CEO gets 'very, very impressive' 43 year-old BlackRock exec; the New York asset manager happens to be Envestnet's largest stakeholder.

September 27, 2023 at 2:48 AM

Shirl Penney hands over 'front end of the house' to Andrew Marsh as Dynasty reboots -- post-$100-million raise, post-IPO withdrawal and post-Schwab partnering

The Dynasty CEO is handing over sales, custody relations, breakaways and M&A sales to the un-retired Canadian -- and wildly promoting from within.

September 21, 2023 at 1:53 AM

Bill Crager shuffles the deck on management team created just seven months ago: Tony Leal is out of 'Big Three' inner circle, replaced by Morgan Stanley vet Rose Palazzo

The RIA software 'trailblazer' and co-founder of MoneyGuidePro has been working on departure for a year; will transition to a 'consultant,' company says

January 7, 2023 at 1:50 AM

Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm

Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

July 27, 2022 at 2:27 AM

See more related moves

Mentioned in this article:

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Envestnet Inc
Top Executive: Jud Bergman

Bill Winterberg

Bill Winterberg

October 31, 2012 — 1:14 PM

It continues to amaze me that today, in 2012, someone has to “man the phones” in an office.

Advisors, vendors, service providers, asset managers, et. al. need to ditch their aging PBX phone system and jump on the virtual phone bandwagon.

Peter Giza

Peter Giza

November 1, 2012 — 2:26 AM


If one decides to stay in a stricken area for reasons of supporting the community, etc., I can understand.

However I can’t agree more with you on planning for disaster and building a resilient business. And while I do agree with your point on PBXs, I for one am still not impressed with VOIP. Unfortunately I can still tell that I am on the other end of a VOIP conversation about 80% of the time even with large enterprise accounts.

Perhaps when people stop hugging their Exchange servers they will also stop bowing to their NEC PBXs and move into the 21st century:)


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