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Articles published 7/2024


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Courtney Robertiello will bring two decades of experience at Envestnet to bear on an upstart competitor's success.

SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP

The West Palm Beach, Fla., TAMP is getting Courtney Robertiello and Jacqueline Burke, and their staggering 29 years of experience for 'growth and innovation,' the company says.

July 4, 2024 at 2:09 AM

Matt Brown: If adopted broadly, this change in fees could save end-investors hundreds of millions, if not billions.

CAIS memo about fee cuts raises hackles by citing other industry players' responsibilities for 'democratization' of alternative investments

Matt Brown, CEO of alts platform, promises to bring feeder-fund access fees down to five basis points in some cases -- but needs broader help.

July 2, 2024 at 11:26 PM

Natalie Wolfsen: I do believe this is a shift.

Natalie Wolfsen will restore Orion's 'standalone' RIA software strategy but also create a simpler bundle for smaller RIAs, and evolve the super-bundle

Eight months into her reign as CEO at the Omaha-based RIA software and investments powerhouse, Wolfsen is unleashing standalone rebalancing and risk software and tailoring pricing and service levels to match customer needs

July 2, 2024 at 1:14 AM

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