Articles written by Jessica Devenyns


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Dallas RIA with $550 million jumps to $1.1 billion of AUM by slicing off $550 million of PBIG bacon in form of Merrill Lynch breakaways

With Pershing and Dynasty Financial as anchors, Syntal breaks down Private Banking Investment Group walls at Merrill Lynch on the strength of Texas ties

August 28, 2017 — 6:56 PM UTC

How Northwestern Mutual may still get ROI on its $250M LearnVest investment but maybe only by anteing up $50M more

The promised January reveal at the financial planning robo never happened but the insurer is using new mother Alexa von Tobel as its sourdough-starter to bake up a venture ecosystem

June 28, 2017 — 11:11 PM UTC

VCs back Wealthbox with another $6 million as improbable play to upend CRM giants like Salesforce, Microsoft and Redtail by 'Facebooking' its look and shanghai-ing data from LinkedIn

CEO John Rourke recognizes that CRM and social media are birds of a feather and he is starting to make his startup fly with the power and simplicity of the Silicon Valley giants

February 13, 2017 — 8:22 PM UTC

Quiet Northwestern Mutual may be ready to make a big noise with rerelease of LearnVest -- with Alexa von Tobel vowing that innovation and integration aren't mutually exclusive goals

After the $250-million deal in 2015, the staid Milwaukee insurer has funneled funds into the jazzy robo, packed its board and taken it backstage for a makeover promised for the New Year

December 14, 2016 — 6:35 PM UTC

Yale endowment's performance comes in like a lamb again -- even as David Swensen is lionized in the pages of the NY Times.

With the boom years figured in, endowment manager Swensen is still an all-time winner but in spite of the past decade

November 14, 2016 — 6:58 PM UTC
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