Articles tagged "Alex Potts"
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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
June 13, 2012 at 4:24 AM
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
May 8, 2012 at 3:27 AM
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
March 9, 2012 at 5:16 AM
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
September 30, 2011 at 3:07 PM
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
March 10, 2011 at 5:38 AM
Six things to know about this week's big DC news
RIAs have the winning business model, but also more competition
January 21, 2011 at 2:37 PM
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
