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Articles tagged "Mark Smith"


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Warren Pennington:  Investment managers will be able to instantly distribute, receive and process index data, resulting in better benchmark tracking and significant cost savings.

Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process

The $4.8-trillion giant applies the 'bitcoin' decentralized ledger to CRSP-tracked AUM to match indexes and index funds in real time

December 13, 2017 at 1:09 AM

Paul Reilly: To be the premier alternative to Wall Street we want to have the size and scale and products of any Wall Street or custodial firm, but keep our Main Street values.

Raymond James lets six advisors steal the show at its national event with TED-style talks

RJFS's president denounces DOL changes as 'unhealthy' and its CEO discloses its strategy for becoming the No. 1 go-to for RIAs

June 4, 2014 at 2:08 AM

Steve Onofrio: We needed the new wealth platform to enable a new business model.

SEI makes its play for big RIAs by doing some un-SEI things

The Oaks, Pa. TAMP, long doctrinaire about its closed approach, is taking big steps to open up but it still may not be enough, say some advisors and competitors

June 26, 2012 at 2:26 PM

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