Apr 17, 2013
What three consumer-investors told CEOs at the Tiburon conference in New York
It's not, not, not the products and the returns that keep them coming back
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Alex Potts
39 articles
Articles tagged "Alex Potts"
Page 3 of 3Jun 13, 2012
Eduardo Repetto tips Dimensional Fund Advisors' hand on long-term succession -- which likely involves an IPO
DFA's co-CEO says that any IPO talk is purely precautionary but that the board has vetted the possibility thoroughly -- and largely ruled out the possibility of a merger
May 8, 2012
With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform
The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently
Mar 9, 2012
With formerly hot TAMP category hitting a cold patch, Envestnet stays on a roll
Genworth had great annual results but hit an asset-gathering wall this summer; Brinker, a dark horse, makes solid showing
Sep 30, 2011
Where the rewrite of financial regs stands relating to RIAs
The stakes are high and the outcome is still uncertain; here's what we know
Mar 10, 2011
TAMP assets came easily to Genworth, Envestnet and Loring Ward in 2010 and the fourth quarter sizzled
Giant SEI had a big turnaround but ended on a down quarter
Jan 21, 2011
Six things to know about this week's big DC news
RIAs have the winning business model, but also more competition
Oct 21, 2010
Genworth, SEI and Envestnet make alternative investments moves amid 'huge interest'
The big TAMPs are reacting to advisor demands as hedge fund assets swell to near record levels