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Content tagged "James Carney"



Joel Bruckenstein: When you're strong you can afford to overpay a little bit.

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service
The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say

Friday 4.25.14
BloombergBlack, which registered as an RIA with the SEC in 2010, has 33 employees, including former branch managers from TD Ameritrade and Fidelity will occupy a few square feet of this building.

What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?
It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources

Wednesday 5.8.13
John Prendergast: [Current data aggregation is] like buying copper pipe when you want a finished bathroom. Blueleaf is the finished bathroom

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

Monday 2.11.13
Iconiq's San Francisco offices are little more than a receptionist's desk and a row of trading screens -- but it's more than enough to manage the assets of Facebook's billionaires.

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

Friday 5.18.12
James Carney: The cost of [paying] us versus what they get [in revenues] is a rounding error.

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011
New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

Monday 3.12.12
James Carney: Advisors are not a focus of their business (at CashEdge).

Fiserv purchase of CashEdge could affect account aggregation space
$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts

Thursday 7.7.11
Venture capitalist Skip Besthoff: You can't just get a bunch of engineers and throw them at the problem... That gave me confidence as an investor.

ByAllAccounts scores another round of venture capital by dominating niche
The account aggregation company impressed new VC firm with high growth and sunny prospects

Thursday 9.9.10
James Carney: It’s starting to grow because it works.

After more than a decade of trying, ByAllAccounts is gaining momentum with advisors -- by taking a new tack
The account aggregation company is working with former competitors like Advent Software

Thursday 6.3.10
James Carney: There's little pushback from clients on the idea of fees on held-away assets

Nearly half of advisors now charge clients to manage held-away assets
Shift in billing protocol solves problems for advisors and the clients

Thursday 2.18.10

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RIAs got their first direct splash of Gross's eccentric behavior at Morningstar's Investors Conference in June.
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Stephen Brown writes: We advise several CEO's and CFO's of Fortune 500 companies, as well as some professional sports teams.
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Cup holders, like robo-capability, matter whether or not they should.
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Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings


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