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Articles tagged "Jim Starcev"


Tony Hallada: They'll be far beyond in two years where they are today.

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

Wednesday 9.10.14
Sheryl Rowling and Eric Clarke will join their softwares at the hip.

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond
Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors

Tuesday 3.25.14
Stuart DePina: It's not as streamlined when you're using two systems.

Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time

Wednesday 12.11.13
Mike Paulus: If we took all the business we could this quarter, we would fail as a company.

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities
Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening

Monday 2.25.13
Brian Shenson: That's a huge pain point for a lot of our clients.

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud
Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

Tuesday 6.19.12
Jud Bergman: We value their market position within the independent RIA segment which is core to Envestnet’s growth initiatives.

Big deal: Envestnet will acquire Tamarac for $54 million
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"

Thursday 2.16.12
Peter Hess has the challenge of taking over from a long-ruling founder.

Peter Hess will take the CEO reins at Advent Software
The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June

Friday 1.6.12
Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

Tuesday 8.31.10
Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

Monday 5.10.10

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