Articles tagged "Christopher Giles"

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Joe Mrak: Envestnet tried to get more into our market and we're going to go right after them.

Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights

The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors

September 17, 2014 at 5:20 PM

Christopher Giles: Folio offers us a competitive platform to grow into.

LPL signs on with FolioDynamix for rebalancing to boost its IBD offering and Fortigent's

The huge independent broker-dealer will wean advisors off its homegrown trading and rebalancing suite and stick with Fortigent for research and performance offerings

January 15, 2013 at 6:28 AM

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Articles tagged "Christopher Giles"

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September 17, 2014 at 5:20 PM

January 15, 2013 at 6:28 AM

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Articles tagged "Christopher Giles"

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September 17, 2014 at 5:20 PM

January 15, 2013 at 6:28 AM

RIABiz Directory

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