How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who […]
This article is a summary of a session from the Financial Research Associates 12th Annual UMA and Managed Accounts Summit. The speaker was the Head of Retail Business Development for a mid-Western mutual fund distributor*. The firm has over $20 billion in AUM and they are completely sub-advised. Four Key Strategies There are four key […]
This is a summary of a session from the Money Management Institute’s Fall Solutions Conference that was held in October 2013 in New York City. Moderator: Heeren Pathak, CTO, Vestmark Panelists: Nancy Camarata, VP, Managed Accounts, Neuberger Bermann Anthony DiGangi, VP, Director of Managed Accounts Operations, Fred Alger Management David Laskar, Executive Director and Portfolio Manager, […]