Articles tagged "AssetMark"
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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
Charles Goldman's turnaround of Genworth castoff leads Chinese investor to pay stunning price
AssetMark grew from $21 billion of AUM to $29 billion but PE firms made quick 300% return
April 12, 2016 at 3:47 AM
AssetMark finds greatest treasure of Curian shipwreck to be its survivors, even as it salvages $2 billion from the ocean floor
The Concord, Calif.-based outsourcer fills five sales positions from its fallen competitor with ease and sets them a task to throw life rings to even more adrift advisors
October 19, 2015 at 3:43 PM
Following 'irregularities' Mark Mandich says Curian Capital will close its doors in 2016
In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators
July 31, 2015 at 12:09 AM
Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit
My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)
April 13, 2015 at 7:48 PM
The mission-critical task Abby Johnson has entrusted to Mike Durbin regarding Fidelity's RIAs and automation
The Fidelity CEO's move reflects a paradigm shift for RIAs, for the whole company
March 16, 2015 at 8:17 PM
Big brokers take action on F-Squared funds and Virtus shares reel as SEC actions sink in
Lawyers are now threatening class action suits against the $28-billion ETF manager and firms like Raymond James, Stifel and Wells Fargo are making their wariness official
January 22, 2015 at 8:01 PM
How Howard Present parlayed an intern's algorithm into a small fortune -- and when the SEC says he knew of a mega-disconnect
The SEC alleges that the former F-Squared CEO engaged in a massive cover-up with lies, and the fabrication related to faulty backtesting
January 6, 2015 at 6:20 PM
Following serious questions about how it calculated returns, F-Squared hires a new CEO after the old one leaves
On a short Raymond James, RBC and Wells Fargo leash, the biggest ETF manager in the industry with $28 billion loses Howard Present and brings up Laura Dagan from its board of directors
December 4, 2014 at 12:36 AM
Charles Goldman rolls up a TAMP that handles clients with concentrated equity positions and 401(k) accounts
The AssetMark deal adds $1.7 billion and 600 advisor-clients
October 24, 2014 at 1:03 PM
AssetMark keeps to the ex-Schwab theme, tapping Jerry Chafkin as chief investment officer
After a prolonged search, Charles Goldman hires the former CEO of $240-billion AUM Natixis, president of Charles Schwab Investment Management and Yalie
September 3, 2014 at 12:52 PM
How Ron Cordes is putting RIA, UBS, billions of dollars and the Congo into the same impact-investing conversation
The AssetMark co-founder has a charity and for-profit and competes and engages in co-opetition with UBS, Schwab, Fidelity and Vanguards
July 8, 2014 at 3:50 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
May 13, 2014 at 2:11 PM
How rising RIA super-bloggers, 401(k) brush fires and a short RIA-Salesforce courtship captured RIABiz readership
As we examined our top 10 articles Q1, the common denominator was ... an RIA intangible that you know when you see
April 24, 2014 at 6:28 AM
Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life
The Fidelity and Schwab veteran is criss-crossing the country as managing principal rather than part-time coach
