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Oisin's Bits: Vanguard aborts banking effort, because it was more fixated on beating BoA than being itself, an analyst says; SEI is killing it in the Mercer/Russell realm by competing with a retrofitted TAMP-thingy

The $5.3-billion Malvern, Pa. monster finds its investors want it to stick to investing, not checking accounts and the Oaks, Pa. TAMP leader gets upmarket with no-conflict pitch and product fit and

Author Oisin Breen March 22, 2019 at 11:22 PM
Admin:
no description available
Frank Wilkinson: If you're a consulting client and paying less in fees, how are you not concerned that the OCIO clients who are [spending] more are getting preferential treatment?

Sam Boyle

Sam Boyle

April 17, 2019 — 5:35 PM
Hey Oisin Breen, I really enjoyed your article. Would it be possible to ask you a few questions regarding SEI's Tamp thingy?
Oisin Breen

Oisin Breen

April 17, 2019 — 10:25 PM
Hi Sam, that's very kind of you to say indeed, and most certainly. Though but a layman, I'd be happy to help if I can. Drop me a line on oisin@riabiz.com

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Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

Russell Investments
TAMP
Top Executive: Jennifer Tice

Wealthfront
Portfolio Management System
Top Executive: Andy Rachleff

SEI Advisor Network
TAMP
Top Executive: Wayne Withrow

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein

SMArtX Advisory Solutions
TAMP
Top Executive: Evan Rapoport



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