One RIA's bid to make the technology that makes it possible to use one password
Beverly Hills Wealth Management wants to eliminate the downside of open architecture
Related Moves
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 at 9:49 PM
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
intelliflo
Trading/Rebalancing
Top Executive: Nick Eatock
Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein
FiComm Partners
Marketing & Public Relations
Top Executive: Megan Carpenter, CEO
