Articles tagged "Ed Swenson"


HeadlinePublish date

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 — 11:27 PM UTC

Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion

The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer

August 3, 2017 — 4:43 PM UTC

Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab

Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport

May 16, 2014 — 9:05 PM UTC

Dynasty Financial hires an expert to help it build an alternative-investments inventory

Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,

June 1, 2012 — 4:12 AM UTC

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan

Cheap research, big manager access and smooth technology may prove a magnetic force

December 5, 2011 — 4:28 AM UTC

What exactly is Dynasty Financial Partners and why is the Smith Barney execs' startup gaining so much attention?

Some combination of a bold business model, powerful backers and good PR -- lawsuit aside -- made for a good break out of the gate

December 13, 2010 — 2:05 PM UTC
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