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Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors

Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors

Posted by on Apr 30, 2019 in TAMPs

“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets.  Advisors’ expectations are increasingly […]

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Posted by on Nov 7, 2018 in TAMPs

When I first heard the news that NorthStar Financial was acquiring FTJ FundChoice (“FTJ”) and merging it with their subsidiary, Orion Advisor Services, I thought it was a terrific move.  Orion had been slowly moving up the value chain and pitching to larger clients, like broker-dealers and banks, but losing them to market leader Envestnet.  The addition […]