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Articles tagged "Doug Fritz"


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Stephanie Link made a key hire to allow Hightower to deliver an alternative to vanilla alternative investments.

Tuning its 'machine' business model, Hightower Advisors just hired an ex-Carlyle due-diligence maven for alts investing to offer an alternative to the CAIS and iCapital standard inventory

The $141-billion AUA Chicago aggregator sees a big future of $50-million-and-up UHNW clients, and it want to maximize RIA access to premier alts managers.

August 2, 2022 at 2:24 AM

Oleg Tishkevich: Right now, it's basically for geeks. We want it more turnkey for developers like [the way] Azure or AWS [do it].

Oleg Tishkevich makes two familiar, key ex-TD Ameritrade hires as INVENT hits 20,000 users and shifts into high gear to serve RIAs

The INVENT CEO and founder gets Craig Uhlenkott and James Byers to hone RIA product fit for a more turnkey developer package to go with pre-existing app store.

June 16, 2022 at 2:16 AM

Doug Fritz: 'I don't make cold calls. I have no prospect list.'

Doug Fritz's startup in Santa Cruz is a surfing safari that is beginning to make waves by providing billion-plus RIAs with software shock troops

The former Wells Fargo and First Republic wealth tech guy now has an F2 team of 20-plus scattered nationally for his outsourced chief technology officer business.

November 23, 2021 at 2:07 AM

Jon Porter has used Addepar since 2010. Kicked out of the pilot-user nest last year, he is now a paying customer.

Addepar finally makes friends with Fidelity and reboots its RIA service, again -- helped by a key ex-Tamarac hire

The $1.3-trillion performance software maker hired Samuel King, former Tamarac service chief and wins -- for keeps -- big RIA users as it puts its science project reputation aside to prosper

April 24, 2019 at 7:44 PM

Rob Goldstein: Acorns is a pioneer in creating innovative ways to engage investors in a mobile-first world.

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 at 3:28 AM

Greg Friedman (r., with Doug Fritz):This used to be a much more collaborative industry.

Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

October 2, 2017 at 9:00 PM

Jud Bergman: It's a company we know well.

Hitting home run, Envestnet buys FolioDynamix creating '$2-trillion' super-platform

The Chicago-based giant outsourcer buys its closest competitor for $195 million -- less than what hastily liquidating Actua paid years ago

September 25, 2017 at 11:27 PM

Lloyd Blankfein is channeling his inner Marcus to find a retail groove for Goldman Sachs.

As Goldman Sachs' badly kept secret about branding an advice robot leaks out, Goldman-watchers see contours of Lloyd Blankfein's grand if 'scattergun' virtual advice strategy take shape

The NYC investment bank's CEO may be saving the Goldman brand for last after smart beta ETFs, Honest Dollar, Motif and 'Marcus by Goldman Sachs' are up and running

March 30, 2017 at 7:20 PM

Eric Poirier: You don't want to be orphaned.

Addepar secures Morgan Stanley account by winning a test of wills and unleashing a small army on Manhattan

Despite initial skeptics, industry pressure pushes first wirehouse into line, but will others feel the burn?

January 18, 2017 at 9:29 PM

Brett Thorne: It is always up to the individual advisor working with the client to assess the client’s goals and to help the client get the right investments.

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 at 6:51 PM

Doug Fritz: It’s unfortunate that a firm that size can’t stand something up on their own.

What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers

The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field

November 17, 2016 at 10:05 PM

Bill McNabb: We are in the midst of a great technological revolution – from self-driving cars and package-delivering drones to smart phones and 3D-printers – that is changing the way we live, work, and, in Vanguard’s realm, invest.

Vanguard set to launch geek-spirited think tank in heart of Philly as its 'robo' (that really isn't) hits $47 billion of AUM

The 'innovation center' adds to CEO Bill McNabb's theme of Google emulation and perches at the nexus of Penn, Drexel, Temple and other local universities

November 4, 2016 at 9:09 PM

Alan Zafran: Luminous nearly doubled assets in the past three-and-a half years under First Republic.

First Republic's $70B-plus RIA roll-up loses four top executives as its contract with Luminous team ticks down

Sources say another Great Hou-Sear Escape could be in the offing based on the team's clannish ways when it comes to technology

August 8, 2016 at 8:10 PM

Eli Broverman: That's a part of what she's here to do -- implement all the best practices of a public company.

Betterment makes CFO hire with $20 billion AUM 'line of sight' and IPO mindfulness

As the NYC robo hits $5 billion ahead of its rivals, Amy Shapero will deploy hundreds of millions en route to a stock symbol

July 15, 2016 at 5:54 PM

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