Articles tagged "Natalie Wolfsen"
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Reed Colley is back as Orion's president with the immense task of taking its legacy RIA technology and making it into a dream experience -- with help from data stores and AI
Colley sold Black Diamond to Advent in 2011 and rose to the top, but the challenge is greater this time because he doesn't have the same software tabula rasa, sources say.
December 20, 2024 at 2:18 AM
Natalie Wolfsen will restore Orion's 'standalone' RIA software strategy but also create a simpler bundle for smaller RIAs, and evolve the super-bundle
Eight months into her reign as CEO at the Omaha-based RIA software and investments powerhouse, Wolfsen is unleashing standalone rebalancing and risk software and tailoring pricing and service levels to match customer needs
July 2, 2024 at 1:14 AM
Familiar faces -- Bill, Eric, Oleg and Joel -- dominate Day One at T3 but Syntax Data and SoraFinance get their moment -- and Oleg brandishes app marvel
The big companies like Orion, Envestnet and Invent cement the 20th anniversary of the Joel Bruckenstein event with bundle-ism, but green sprouts of new firms are everywhere; the kids get AI
January 24, 2024 at 6:27 AM
Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media
CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal
November 23, 2023 at 12:20 AM
Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies
The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.
September 30, 2023 at 2:31 AM
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
Natalie Wolfsen's sudden ascent as AssetMark CEO marks a whole new 'liberated' RIA vibe and could be a catalyst to fill service void left by custodian cutbacks
Put in place by AssetMark's new high-powered chairwoman, the Charles Goldman protégé sees a way to take on Envestnet and Schwab after demoting MoneyGuidePro and closing the biggest deal in her company's history
March 11, 2021 at 2:41 AM
In poaching coup, Charles Goldman hires open-API wizard Mukesh Mehta to AssetMark from Cetera
The legendary chief information officer headed Schwab Institutional's efforts before shepherding in TD Ameritrade's legendary open API
March 15, 2017 at 8:09 PM
Natalie Wolfsen is leaving New York to reunite with Charles Goldman out West
The ex-Schwab, ex-Pershing product exec assumes Myra Rothfeld's duties and then some
