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Orion's Eric Clarke tests new strategy to combat Envestnet's Jud Bergman in a Game of Thrones style clash for keys to RIA and IBD kingdoms

NorthStar and sister firm FTJ FundChoice are rebranded Orion, which might as well be Eric Clarke, observers agree, as strategic shift follows Envestnet's MoneyGuidePro and PortfolioCenter acquisitions.

Author Oisin Breen April 16, 2019 at 8:50 PM
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Eric Clarke: Our competitors have done a series of acquisitions, [whereas] Dean Cook and I have taken the time to thoughtfully bring our companies together ... we're not distracted by doing a dozen acquisitions.


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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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