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Oisin's Bits: Equinox pledges to beat market, and rivals, before collecting fees • Orion-parent TA Associates readies roll-up spree after $375 million purchase • Sanctuary adds breakway No. 26 to $10 billion haul, reeling in Morgan Stanley firm eager to shed 'old mindset'

Equinox Funds, a small, academic asset manager, launches a mutual fund with fees tied to performance; now the results are in • TA Associates, owner of Orion Advisor Solutions, acquires a beachhead for RIA roll-up spree • It's full steam ahead for Sanctuary's Jim Dickson who bags breakaway No. 26

Author Oisin Breen August 28, 2019 at 3:24 AM
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Dr. Ajay Dravid: Fees that are at least partly … contingent on beating a benchmark are in investors’ best interests.


Related Moves

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM


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