Articles tagged "Mark Leonard"
Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian
Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box
March 3, 2016 at 10:24 PM
AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 billion from the ocean floor
The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors