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The Vanguard CEO goes perhaps outside the letter of 'Bogle' law but stays with controlling principle of having a 'Vanguard effect' of what could be a slam-dunk better value.
Bill Stone told Wall Street that Black Diamond cemented 'crown-jewel' status internally with 500-plus RIAs but not all Morningstar users took the white glove prix-fixe meal.
Black Diamond also boasts winning 'majority' of larger 'Office' clients with data and discount deals, yet the battle rages for hundreds of other firms.
The top four performance software makers have grown their administered assets by an average of 177.6% in the last five years, but it's still a horse race when it comes to 2030 and beyond
The Chicago company finally got its RIA software into the cloud in 2018 but got out-invested by cloud-based rivals -- and now it's 'open season' on soon-to-be orphaned RIAs.
Future Capital only launched held-away product last June, and Pontera got walking papers from Fidelity in September, leaving big questions.
Four years after buying Folio Financial, Goldman Sachs is testing the patience of RIAs, and maybe its own partners according to analysts and sources inside and outside the firm; but Goldman is preaching a new "optimism" and pledging lessons learned.
The Jacksonville RIA software unit will sell to its own 2,000 firms plus Advent's Axys and APX users, betting that most customization capability is overkill for firms with fewer than 10 advisors.
AltExchange raised $1.25 million but bridged an alts gap that firms that spent hundreds of millions have not -- especially downmarket where alts are new on the scene
Black Diamond, Orion Tamarac and Addepar built a $10 trillion mountain of AUA by taking RIAs to the cloud, but a number of firms are emerging to challenge the status quo.
The Black Diamond founder is using non-commingled data as a foundation for radically improved security, a self-contained universe of applications and third-party CRM
Black Diamond's owner alleged its founder and former top SS&C sales executive Bob Conchiglia engaged in a significant 'theft' of data but the parties settled
Now 11-years-old and getting RIA religion, the Mountain View, Calif., VC creation shared numbers that put it on the doorstep of big milestones -- if enough alts-minded prospects are still there for the taking.
The InsideETFs event will compete with InvestWest for coveted late 2020 date, but without Josh Brown's stardust • SS&C's move follows Addepar advance and will include Advent products• The DoL sees net gains in RIAs of about 300 a year
Andy Rachleff cans the old 'democratizing' mission statement at his robo; The 14,200 one-man Ed Jones branches may become branch banks; Steve Leivent consolidates power at SS&C.
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