Categories
Is AdvisorEngine Building a Tamarac Killer?

Is AdvisorEngine Building a Tamarac Killer?

Posted by on Feb 3, 2018 in Asset Management, News, Technology

How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who was […]

Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

Posted by on Jan 17, 2015 in Asset Management, Conference Summaries

This article is a summary of a session from the Financial Research Associates 12th Annual UMA and Managed Accounts Summit. The speaker was the Head of Retail Business Development for a mid-Western mutual fund distributor*. The firm has over $20 billion in AUM and they are completely sub-advised. Four Key Strategies There are four key […]

Going Under the Hood of Models-Only Programs

Posted by on Dec 12, 2013 in Asset Management, Conference Summaries

This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Heeren Pathak, CTO, Vestmark Panelists: Nancy Camarata, VP, Managed Accounts, Neuberger Bermann Anthony DiGangi, VP, Director of Managed Accounts Operations, Fred Alger Management David Laskar, Executive Director and Portfolio Manager, […]