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An unprecedented wave of 'disruptive' competitors are challenging 'The Big Four' RIA performance reporting firms by thinking past 'the cloud' and bundles

Black Diamond, Orion Tamarac and Addepar built a $10 trillion mountain of AUA by taking RIAs to the cloud, but a number of firms are emerging to challenge the status quo.

Author Oisin Breen June 2, 2022 at 3:50 AM
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George Tamer: Portfolio management is a mature category, but the opportunity to innovate remains massive.

Technology



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June 29, 2024 at 3:00 AM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

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Envestnet Inc
TAMP
Top Executive: Jud Bergman



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