Articles tagged "Bill Crager"
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Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
February 21, 2012 at 6:27 AM
The 10 most influential figures in the RIA business going into 2012
The RIA power elite: Part 1 of 2
January 3, 2012 at 3:51 AM
With fear ruling the markets, Envestnet makes a temporary conference series into a semi-permanent one
The Chicago company is also opening the call to any advisor - regardless of whether they do business with its TAMP
September 27, 2011 at 4:03 AM
How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on
September 12, 2011 at 1:51 PM
100 advisors convene with Envestnet's Crager and Stategas' Rissmiller to share strategies for managing the market turmoil
Some clients are doubling down on equities
August 11, 2011 at 3:00 PM
Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond
July 6, 2011 at 4:17 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
(Updated) Groundbreaking SEC study would smash old regulatory system, creating fiduciary brokers and more regulated advisors
Controversy and conflict emerge as SIFMA, Schwab and others begin to react
January 24, 2011 at 3:16 PM
(Updated) Ron Fiske comes aboard at Envestnet as company unveils its grander technology vision
The former high-level advisory exec at Fidelity will sit at the right hand of Bill Crager and court RIA custodians
November 29, 2010 at 5:49 AM
Envestnet's Crager and Fidelity's Durbin both say soon-to-be-realized scale advantages will bring more wirehouse assets into play
Their executive speeches at MarketCounsel Member Summit admit current shortcomings
November 22, 2010 at 6:22 AM
(Updated) Envestnet hires Marion Asnes to tackle its marketing challenge
Financial Planning's editor-in-chief seeks to make the outsourcer's 'subtle' attributes 'explicit'
November 1, 2010 at 4:22 AM
[Updated] 10 reasons why the Envestnet IPO filing is for real
The platform giant has a monopolistic position and the opportunity to pull away
July 29, 2010 at 2:22 AM
What happened in June shows that RIA fortunes stayed on the rise
The giant legislative victory was a landmark for RIAs but much more happened as Spring turned to Summer
July 2, 2010 at 4:58 AM
Envestnet is honing its business model -- and message -- as it drives toward an IPO
The giant product clearinghouse is recasting itself as a purveyor of fiduciary process
June 30, 2010 at 6:42 AM
Envestnet buys a company to gain an edge with Schwab RIAs
The big TAMP's purchase is a move toward more generalized outsourcing
