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The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds
The new Miami, Fla. venture will be the first, but not the last one launched by Potomac Fund Management, which has roughly doubled its managed assets in the last 12 months.
Now in Kern County, Calif. the HiddenLevers founder, 45, is growing pistachios for 'single-digit' returns and maintains a great relationship with Eric Clarke and Orion.
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.
The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion's freshly acquired HiddenLevers unit, but a backlash may be brewing.
The Orion CEO made the deal in early March and closed today, then laid out a precise 12-month roadmap of integration to close the 'behavor gap.'
CEO Eric Clarke was able to convince the Atlanta software company's fiercely independent owners that a partnership bolstered both
The un-wowed greens question BlackRock's white hat act ; SmartRIA doubles in size on flood tide; Orion gets business intelligence for RIAs from the guy in spat with Envestnet
HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?
The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract
Lincoln wins in that Integrated Financial Partners still gorges on its products but CEO Paul Saganey likes the better control over fees under LPL
The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
With hedged hyper-optimism, Marty Bicknell, Ron Carson, Mark Tibergien and Shirl Penney got real with Graham Thomas about mad egg-breaking enroute to the perfect RIA omelet
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
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