Articles tagged "AdvisorEngine"
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In mad scramble for Morningstar lame ducks, Black Diamond claims 400 RIA wins, including 100 up-and-running, but Advyzon is also on a roll, reporting 90% close rate on pitches
Black Diamond also boasts winning 'majority' of larger 'Office' clients with data and discount deals, yet the battle rages for hundreds of other firms.
August 26, 2025 at 2:15 AM
Breen Blitz: Mercer seals Vanguard OCIO buy • Goldman[Sachs] & Cohen split • PIMCO joins ETF shift • AdvisorEngine-Schwab bond grows • Ellevest milestone • Lonsdale nets new chief • Fidelity leaks data & staff move • Collation wins RIAs • Justin Wisz returns as investor • LPL nets CMO & Tifin a CEO
OCIO sale to Mercer may be Buckley's last act • Goldman's retail lead departs • PIMCO latest to convert mutual funds • Software firm upgrades Schwab data • Krawcheck preaches wisdom of naps • Fidelity hit by data snafu, but D&I on track • New Lonsdale tech shop imminent • Vestorly founder now funding start-ups • Eight month wait for CMO ends at LPL.
March 21, 2024 at 4:41 AM
With cash burn high, WisdomTree offloads AdvisorEngine onto white knight, Franklin Templeton -- which could score big with forgotten Junxure
Franklin CEO Jenny Johnson is taking the San Mateo, Calif., fund firm on an M&A tear of RIAs and RIA software and asset managers, with Legg Mason already under contract.
May 7, 2020 at 2:51 AM
Downmarket Redtail hustles at 'crazy pace' to steal march upmarket as CRM rival Junxure wires merger and Salesforce relaunches as an off-the-rack product
The Sacramento-based CRM firm moves to 'Transaction Alley' in Atlanta from the Georgia 'burbs to attract urbane engineers
May 10, 2018 at 9:00 PM
With Pershing as canvas, Dan Skiles and Peter Mangan paint a picture of a budding RIA custodian
Shareholders Service Group has 1,500 RIA firms and counting and displayed a satisfying air of permanence at its San Diego conference
May 1, 2017 at 4:14 PM
An e-marriage of Schwab and Fidelity, a reflective Ron Carson and good jargon-bashing made T3 take off like that helicopter outside
Addepar and FolioDynamix team up, Fidelity defends its robo-AMP and Carson tells why the Carson Wealth-LPL partnership failed -- and what blame he takes
