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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

Author Sanders Wommack August 17, 2015 at 4:51 PM
2 Comments
no description available
Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

TAMPs


brooke southall

brooke southall

August 17, 2015 — 9:56 PM

I just deleted comments left by people who identified themselves as ex-Curian employees.

You can leave a critical comment but not vitriolic unsourced stuff or you force
me to delete it.

Thank you,

Brooke

Bill

Bill

August 18, 2015 — 4:48 PM

Interesting article.


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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow

Brinker Capital
Asset Manager for RIAs
Top Executive: Eric Clarke, CEO

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts



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