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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

Monday, August 17, 2015 – 4:51 PM by Sanders Wommack
Admin:
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.

Related Moves

Mark Casady is under the gun to spend his SPAC's $200 million of cash to avoid October deadline but a recent SEC filing sounds an ominous note after CEO departs

Lefteris reports that Jon Isaacson is taking over as CEO from Karl Roessner, the 'natural choice' to make a deal, according to Casady, though it's down to a few weeks

13 hours ago

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 – 2:27 AM

Goldman Sachs RIA custodian delayed indefinitely, as 'technical details' bedevil launch date

The clock is ticking on the New York City investment bank's strategic imperative to strike while TD Ameritrade and Schwab merge, but Goldman may be facing similar obstacles combining with Folio Institutional.

March 16, 2022 – 2:47 AM

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

February 10, 2022 – 2:22 AM

See more related moves

Mentioned in this article:

LPL Financial
Asset Custodian
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




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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