RIABiz
RIABiz

Natalie Wolfsen will restore Orion's 'standalone' RIA software ...

Natalie Wolfsen will restore Orion's 'standalone' RIA software ...

July 02, 2024 - Daily Newsletter for RIABiz subscribers

RETRO-CHIC
Natalie Wolfsen: I do believe this is a shift.
Eight months into her reign as CEO at the Omaha-based RIA software and investments powerhouse, Wolfsen is unleashing standalone rebalancing and risk software and tailoring pricing and service levels to match customer needs
2 hours ago Brooke Southall

Orion Advisor Solutions hired Natalie Wolfsen to solve how to make a series of acquisitions function as a single well-oiled machine with its existing enterprises.

NEW MOVES
Betterment's New York City offices
Betterment is also bending to RIA needs • Wealthfront is in the black, thanks to cash • Altruist reveals where it makes its money • Rise, Wealthspire and Ascensus each add two executives • Compound hits $2 billion of AUM • CAIS slashes alts prices • BlackRock ups private debt sales to RIAs, through GeoWealth.
Saturday 6.29.24 Oisin Breen

The Securities and Exchange Commission (SEC) just agreed to pay at least two Betterment whistleblowers $2.5 million.

THREE-DIMENSIONAL
Kaitlin Hendrix: We have the expertise.
Dimensional Fund Advisors has traditionally targeted big RIAs and TAMPs but growth rate and margins have shrunk and this in-house TAMP play could help address both
Friday 6.28.24 Brooke Southall and Oisin Breen

Dimensional Fund Advisors (DFA) has long been the meat in the TAMP sandwich, but now it's ready to be Subway – the better to address smaller RIAs and to compete with turnkey asset managers.

ANNUITIES ON BOARD
Brendan Curran: 'Our key business has quite a bit of momentum behind it.'
State Street is still working on finishing touches but is building on its momentum after leaping from seventh to third in retirement asset management
Thursday 6.27.24 Lisa Shidler

Fast-rising State Street Global Advisors is starting to turn BlackRock's annuity wrapped with target-date-funds into a trend with the “next generation” of its "IncomeWise" offering.

MOST RECENT ARTICLES
The West Palm Beach, Fla., TAMP had the Chicago company as a white knight customer and VC backer but the vendor relationship might be in peril, analysts say
Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's TAMP assets.
Members are broadening the business model, with her blessing; Garrett will retain a board seat and focus on raising fruits and vegetables on her Arkansas farm







This email was sent to [email protected]
why did I get this?    unsubscribe from this list    update subscription preferences
RIABiz, LLC · 90 Throckmorton Ave · Suite 28 · Mill Valley, California 94941 · USA

Prev Newsletter Next Newsletter