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Articles tagged "Natalie Wolfsen"


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Natalie Wolfsen: I do believe this is a shift.

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

The Sora Finance co-founders were named top emerging technologists.

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

Natalie Wolfsen: We’re embracing a collective pause.

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

Natalie Wolfsen will take over the CEO reins without having to immediately wield an ax to the staff as her first act..

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

Natalie Wolfsen hopes to replicate her AssetMark success at Orion.

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: 'Absolutely, Assetmark is evolving.'

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

Mukesh Mehta and Charles Goldman are friends who have made a point of having dinner together a few times a year.

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 steps into a position tailored to her marketing and product-management strengths

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

May 13, 2014 at 2:11 PM

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