Articles tagged "F2 Strategy"


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Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

October 2, 2017 — 9:00 PM UTC

Hitting home run, Envestnet buys FolioDynamix creating '$2-trillion' super-platform

The Chicago-based giant outsourcer buys its closest competitor for $195 million -- less than what hastily liquidating Actua paid years ago

September 25, 2017 — 11:27 PM UTC

As Goldman Sachs' badly kept secret about branding an advice robot leaks out, Goldman-watchers see contours of Lloyd Blankfein's grand if 'scattergun' virtual advice strategy take shape

The NYC investment bank's CEO may be saving the Goldman brand for last after smart beta ETFs, Honest Dollar, Motif and 'Marcus by Goldman Sachs' are up and running

March 30, 2017 — 7:20 PM UTC

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 — 6:51 PM UTC

What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers

The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field

November 17, 2016 — 10:05 PM UTC

Vanguard set to launch geek-spirited think tank in heart of Philly as its 'robo' (that really isn't) hits $47 billion of AUM

The 'innovation center' adds to CEO Bill McNabb's theme of Google emulation and perches at the nexus of Penn, Drexel, Temple and other local universities

November 4, 2016 — 9:09 PM UTC
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