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Articles tagged "William Blair"


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Larry Raffone: They can’t plan for retirement because today is getting in the way of tomorrow.

Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA

One analyst calls Financial Engines' Personal Advisor a 'massive long-term opportunity' but the rollout is slow and details are scant

June 26, 2017 at 6:56 PM

Patrick Sheppard: Getting back into the retail world and getting back into the high-net worth world was more fulfilling than dealing with institutions on a global basis.

Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

Patrick Sheppard is ready for the hands-on life and New England Investment and Retirement is looking for a steady executive hand

April 11, 2014 at 8:03 PM

Jud Bergman: We've identified about a dozen advisors and two enterprises that want to be [involved] during this first period of introduction of the [quantitative portfolios].

5 things Envestnet is doing to grow even faster than most of its clients

The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

May 28, 2013 at 6:05 AM

Linda Strachan was one of the founding team members of EISI when she was a PhD student under Mark Evans at the University of Manitoba.

Review: EISI is producing a simpler NaviPlan in an effort to keep its towering market share

The 21-year-old company, which has swung from complex to simple and back, now aims to be both at once

July 28, 2011 at 2:23 PM

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