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Lincoln Ross

2 articles

Articles tagged "Lincoln Ross"

Eric Clarke: Brian [Hamburger] is right. If you don't have a culture of compliance, it's going to be difficult.

Mar 27, 2018

After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel

RIAs told horror stories to the Omaha software firm in Phoenix about SEC compliance -- encouraged by presentation by NorthStar's Kylee Beach -- and it fell on receptive ears this time

Lincoln Ross: That picture the advisor gets in sitting down with a client changes potentially the moment the client walks out the door.

Sep 10, 2015

A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense

Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome

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Lincoln Ross

Articles tagged "Lincoln Ross"

After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel

A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense

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