Articles published 5/2018
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Publish date
LPL Financial is latest to go the 'risk number' route by signing deal with LifeYield, which signed a Riskalyze deal in February
The Fort Mill, S.C.-based IBD will use the software to help advisors arbitrage between taxable and non-taxable accounts to minimize the bite of the IRS
May 30, 2018 – 8:14 PM
Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question
The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million
May 29, 2018 – 11:03 PM
Focus Financial files for IPO to raise $100 million, with 'interesting' timing
Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%
May 24, 2018 – 5:15 PM
May 24, 2018 – 2:26 PM
May 24, 2018 – 12:59 PM
Mindful of 'Snapchat' dynamic, BlackRock takes big Acorns stake after the micro-robo wins 2.2 million investors in 12 months
The $6.3-trillion asset manager led the $50-million round to ensure a foothold at LA-based firm with an app that onboards 6,000 investors daily
May 24, 2018 – 3:28 AM
Vestwell makes hard-charging payroll startup, Namely, its portal to win plan sponsors for RIAs and IBD reps it services
CEO Aaron Schumm is helping advisors get the benefit of feet already wedged in doors thanks to pervasive payroll service apps
May 22, 2018 – 8:13 PM
LPL shares skyrocket near to $72 after signaling to Wall Street a cheaper, better way to lure assets and advisors
The Fort Mill, S.C.-based firm may cut salaries and commissions to recruiters and give advisors more benefits directly
May 22, 2018 – 4:12 PM
UHNW Atlanta family office takes on ex-GenSpring relationship manager in advance of Florida push
UHNW Atlanta family office takes on ex-GenSpring relationship manager in advance of Florida push
May 21, 2018 – 9:56 PM
RIAs and RIA vendors churn talent madly in March and April '18 as 'New Moves in the Biz' captures 35 of them
Serial HR moves by Raymond James, FinMason, American Century and Vestwell helped them expand into new territories, add job descriptions and more varied product lines
May 18, 2018 – 9:23 PM
Envestnet quietly deals rivals in on Yodlee play to placate big banks and their latent threat of 'oblivion' in response to 'screen scraping'
The Chicago-based outsourcer orchestrates a Yodlee/Morningstar/Quovo show of force in response to vulnerability to 'throttling' by mega-custodians
May 17, 2018 – 7:24 PM
As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
