Is AdvisorEngine Building a Tamarac Killer?

AdvisorEngine Junxure

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 […]

Winners of Wealthtech: Eric Clarke

  When you’re on a roll, it’s best to try and keep it going and ride the wave. This post marks the seventh installment in our Winners of WealthTech series, where I sit down with industry leaders who have made their mark in wealth management technology with a track record of innovation and success. I […]

Winners of Wealthtech: Bill Capuzzi

This is the sixth article in our Winners of WealthTech series, where I interview people who have made their mark in wealth management technology with a track record of innovation and success. My previous interviews have been wildly successful in terms of traffic, so there will be no stopping this series in 2018! Check out the […]

Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

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 […]

Going Under the Hood of Models-Only Programs

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, […]