Sep 4, 2012
A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software
Person
Stuart DePina
25 articles
Articles tagged "Stuart DePina"
Page 2 of 2Jun 26, 2012
SEI makes its play for big RIAs by doing some un-SEI things
The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors
Jun 8, 2012
How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert
100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes
May 17, 2012
Schwab taps Tamarac as its next integration partner
The allure was Microsoft CRM and a significant overlap in customer bases
May 3, 2012
As it closes its $54-million purchase of Tamarac, Envestnet details plans to deploy $7 million worth of retention incentives
The big outsourcer says it wants Tamarac's execs to stay aboard -- and not just for the a few months
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
Feb 21, 2012
Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
Feb 16, 2012
Big deal: Envestnet will acquire Tamarac for $54 million
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"
Nov 9, 2011
Volatile markets spark interest in rebalancing software - along with questions about how much is necessary
The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts
Oct 17, 2011
Tamarac CEO: Mark Spangler's big trouble with the feds won't harm Tamarac
It's a PR issue for the Seattle software dynamo after the the former NAPFA chairman, former Tamarac chairman and RIA faces a heavy SEC scrutiny and FBI investigation