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How a TAMP, a New York startup, a $14-billion hedge fund and Brinks are part of bringing cold, hard gold closer to RIAs

Merrill Lynch was first to put Gold Bullion International at advisor fingertips, but now Envestnet will make it easier for independents

Author Lisa Shidler April 5, 2013 at 4:37 AM
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Savneet Singh: With RIAs we had to build our own platform since we weren't integrating into someone else's. As you can imagine that is a big tech build.






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May 22, 2023 at 5:13 PM

Sleeping giant McKinsey & Co. hires Eric Clarke as it awakens to $9-trillion RIA business and plays catch-up

The New York City consulting giant quietly made the Orion founder and ex-CEO a McKinsey senior advisor two months after he stepped down last year.

May 30, 2024 at 1:35 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

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Mentioned in this article:

Envestnet Inc
Top Executive: Jud Bergman

Gold Bullion International
Asset Manager for RIAs
Top Executive: Savneet Singh

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