Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills
As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters
brooke southall
I just deleted comments left by people who identified themselves as ex-Curian employees.
You can leave a critical comment but not vitriolic unsourced stuff or you force
me to delete it.
Thank you,
Brooke
Bill
Interesting article.
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LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Folio Institutional
Asset Custodian
Top Executive: Greg Vigrass
SEI Advisor Network
TAMP
Top Executive: Wayne Withrow
Brinker Capital
Asset Manager for RIAs
Top Executive: Eric Clarke, CEO
Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts