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Articles tagged "Michael Stier"


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Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 at 4:51 PM

Richard Smith: Callan gave me an ultimatum.

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan

CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

August 9, 2012 at 5:28 AM

Brian Shenson: That's a huge pain point for a lot of our clients.

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

June 19, 2012 at 4:02 AM

Michael Stier: Firms that are serious about attracting breakaway advisors increasingly find themselves engaged in potentially cathartic internal re-evaluations

How the breakaway movement is driving the outsourcing trend

Simplifying day-to-day tasks is at a premium for firms set on executing intensive growth strategies

May 17, 2010 at 4:30 AM

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