May 8, 2012
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
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Eric Clarke
128 articles
Articles tagged "Eric Clarke"
Page 8 of 9May 7, 2012
10 insights an RIA software CEO gleaned from Warren Buffett at the Berkshire Hathaway shareholders' meeting
Orion chief Eric Clarke joined 40,000 of the faithful in the pilgrimage to hear the Oracle of Omaha's pronouncements
Mar 12, 2012
The top 10 people to watch in the RIA business in 2012, Part 1
Forces changing the trajectory of the RIA movement
Mar 8, 2012
A reporter empties his notebook after attending FPA's Business Solutions event
Marty Kurtz lets crowd in on peer review plan, big custodians square off on tech and Eric Clarke yields interesting thoughts in a one-on-one interview
Dec 13, 2011
Orion wins a $2-billion RIA account from Advent after two very long drives across the prairie
The second round-trip Omaha-to-Kansas City drive -- three years after the first -- led to the win of Mariner Wealth Advisors' private client assets
Sep 22, 2011
Orion wins another RIA with $1 billion-plus in AUM
Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up
Sep 1, 2011
How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable
Aug 23, 2011
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
Jul 18, 2011
Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA
Advance Capital leaves IAS and United Planners gets performance reporting for the first time
Apr 26, 2011
TD Ameritrade brings software elite to Dallas for an API summit
The number three custodian its letting its technology partners put the final touches on a low-walled garden
Apr 7, 2011
How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move
The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line
Feb 3, 2011
Third-party vendors vouch for TD Ameritrade's API at first general session
The days of batch downloads may be numbered
Jan 6, 2011
How Orion Advisor Services became a mobile device pioneer and how competitors plan to react
The first-mover edge may hold for a while for Black Diamond and Orion
Dec 6, 2010
Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report
The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says
Nov 9, 2010
Eight software vendors give insider accounts of their IMPACT 2010 booth experiences
Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood