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Articles tagged "Brinker Capital"


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Noreen Beaman:  Now is the right time for me to transition.

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

February 10, 2022 at 2:22 AM

Brad Shepard: The strength of the Orion platform comes from all the ways its brands link together to create an end-to-end experience for advisors.

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 at 11:40 PM

Eric Clarke: There’s not one feature of [BasisCode's] platform that an RIA doesn’t need or use.

Orion buys BasisCode to tame its own data tiger including HiddenLevers and the roiling IT trove of 2,200 RIAs with $1.7 trillion AUA

Orion CEO Eric Clarke purchase builds on a strategy of developing a data capability that helps his firm keep RIAs compliant and win enterprise deals head-to-head against Envestnet-Yodlee.

November 13, 2021 at 3:38 AM

Eric Clarke: [The Riskalyze attack] certainly helped accelerate our sales and prospect pipeline, ironically.

The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar

The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.

July 17, 2021 at 3:05 AM

Noreen Beaman: While we respect what [Envestnet] has done, we’re focused on the future. The end investor is demanding a more seamless interaction with their money.

With Envestnet-Yodlee showing no let-up, Orion Advisor Services and Brinker Capital race to close merger in just three months, a leap toward 'unstoppable,' both organically and inorganically

The closing of the Omaha, Neb. and Berwyn, Pa. brands creates one Orion brand that will begin cross-selling software and asset-management products as early as October, with a profile more like Envestnet.

September 25, 2020 at 5:02 PM

Eric Clarke: We have the scale now we need to effectively compete in a number of areas to help us win enterprise opportunities.

In a deal wired by a 'Tony,' Orion leaps to the top TAMP tier, with $42 billion and $1 trillion-plus of RIA portfolios, which may make it more lethal to rivals

At the urging of Genstar's Tony Salewski, the Omaha organization will pay an estimated $600 million for Brinker. In the process, Orion becomes a 1,000-employee firm-- one notch below No. 3 AssetMark on the TAMP list

June 30, 2020 at 2:24 AM

Charles Widger has turned down buyers in the past but may be ready in 2020.

Chairman Charles Widger apparently decides to unload Brinker Capital in hot market, as the stand-alone TAMP reaches a technology crossroads

The Berwyn, Pa.-based manager of $25-billion made notable strides in TAMP-for-RIA market but staying up to date against SEI, Envestnet, or AssetMark may demand a big partner

January 23, 2020 at 5:18 AM

Jeff Raupp: Whenever you say we're going to make some changes, it creates a little bit of uncertainty, but I feel like we were fortunate ... we were able to dig in and quickly address what we felt needed changing.

As Brinker Capital embraces RIA future, it ends two-year period of being an outsourced CIO with no named CIO

After the hasty exit of Bill Miller in 2016, the $22B TAMP downplayed insurance brokerage assets, played up RIAs and incubated Jeff Raupp as chief investment officer instead of seeking a ringer

June 20, 2018 at 5:45 PM

Charles Goldman: We had a phenomenal year.

AssetMark records 'off the charts' year and SEI is 'right on track' after staggering $1-billion platform overhaul

Concord, Calif.-based TAMP added $10 billion of AUM, 900 advisors after hiring TD Ameritrade's Veo API fintech star

February 23, 2018 at 4:39 PM

Michael Kim: There just aren't a great number of people out there who can take the consultative approach and actually work well with advisors.

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

Greg Verfaillie: In the conversations I've been having with advisors, it's clear this decision is not going to be made on product or platform; it's about the relationship.

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 at 4:51 PM

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