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Content tagged "CLS Investments"



Eric and Todd Clarke: We are wired to engage in the battle. We enjoy doing it and we want to keep doing it.

Boston firm buys Orion Advisor Services as part of NorthStar succession deal
TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

Monday 2.9.15
Todd Clarke: Advisors who are being advised to sell their businesses in order to

Why shock-and-awe over low succession planning rates is unhelpful and distasteful
Most RIA owners want to own their firm into their 70, even 80s, 90s so let's change the conversation to one of sticking around constructively

Thursday 8.21.14
Downtown Omaha is the fount of the RIA business with its critical mass of competent, cheerful people who can smile and work at an affordable rate.

How Omaha is emerging as the RIA business' center of gravity
With no mountains to block your views or salt air to rust your car, you can get down to business with no distractions and low expenses

Tuesday 7.30.13
W. Patrick Clarke and his son Scott were killed when their Cessna 410C went down on Nov. 10.

A terrible loss in the RIA business of the original breakaway broker
A plane crash takes Patrick Clarke, the founding owner of Orion, Gemini and CLS, who leaves behind a family and friends in grief and three booming companies

Wednesday 2.6.13
Travis Rychnovsky: We wanted functionality that PortfolioCenter didn't have.

Orion bags Schwab's 'best' advisor -- a $1.3 billion RIA weaned on Schwab PortfolioCenter
Eric Clarke will serve Foster Group but he's also becoming a vendor of the firm's startup, Orchestrate, which automates work flows through Salesforce

Wednesday 1.9.13
Scott Kubie: Forty-five percent of today’s households are headed by an individual in his or her 50’s that still have a child living in the household.

A refresher on how an advisor should approach the needs of clients as they near retirement
The new norm is changing and it requires a mix of new thinking and old-fashioned conservative strategies

Monday 1.9.12
Neal Ringquist: We're doing it from the top down through enterprises and bottom up trying to convince advisors to buy it themselves.

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product
Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

Tuesday 10.11.11

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Most Emailed Stories »

James Osborne: I'm not management material.
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James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
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LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
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At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself

Alexey Sokolin:  If Stein and Bo Lu of Future Advisor are right, there will not be much left to unbundle.
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An insider reveals turbo-contents of the In|Vest conference in New York, a summit of VCs, robo-founders and big banks

Jim Herbert: They align with and complement our existing wealth management capabilities.
1 shares
First Republic buys an eight-year-old RIA for $115 million


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