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Articles tagged "CLS Investments"


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Eric Clarke: You learn more from the deals you don't win.

Orion buys $10-billion TAMP to take on Envestnet and AssetMark head-on for mega-accounts

Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs

April 11, 2018 at 2:03 PM

Lukas Smart brought DFA fervor to a surprisingly self-critical smart beta conference.

The smart beta ETF industry gets blasted at swank Manhattan summit by an unlikely group of critics

The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood

June 15, 2017 at 2:44 AM

Most innovative? Judges including Michael Kitces, Jud Mackrill and Tina Powell ponder.

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 at 6:56 PM

Eric and Todd Clarke: We are wired to engage in the battle. We enjoy doing it and we want to keep doing it.

Boston firm buys Orion Advisor Services as part of NorthStar succession deal

TA Associates is acquiring a majority position in NorthStar Financial, which also owns CLS Investments and Gemini Fund Services

February 9, 2015 at 2:30 PM

Todd Clarke: Advisors who are being advised to sell their businesses in order to

Why shock-and-awe over low succession planning rates is unhelpful and distasteful

Most RIA owners want to own their firm into their 70, even 80s, 90s so let's change the conversation to one of sticking around constructively

August 21, 2014 at 6:05 PM

Downtown Omaha is the fount of the RIA business with its critical mass of competent, cheerful people who can smile and work at an affordable rate.

How Omaha is emerging as the RIA business' center of gravity

With no mountains to block your views or salt air to rust your car, you can get down to business with no distractions and low expenses

July 30, 2013 at 5:42 AM

W. Patrick Clarke and his son Scott were killed when their Cessna 410C went down on Nov. 10.

A terrible loss in the RIA business of the original breakaway broker

A plane crash takes Patrick Clarke, the founding owner of Orion, Gemini and CLS, who leaves behind a family and friends in grief and three booming companies

February 6, 2013 at 5:13 PM

Travis Rychnovsky: We wanted functionality that PortfolioCenter didn't have.

Orion bags Schwab's 'best' advisor -- a $1.3 billion RIA weaned on Schwab PortfolioCenter

Eric Clarke will serve Foster Group but he's also becoming a vendor of the firm's startup, Orchestrate, which automates work flows through Salesforce

January 9, 2013 at 3:58 AM

Scott Kubie: Forty-five percent of today’s households are headed by an individual in his or her 50’s that still have a child living in the household.

A refresher on how an advisor should approach the needs of clients as they near retirement

The new norm is changing and it requires a mix of new thinking and old-fashioned conservative strategies

January 9, 2012 at 4:39 AM

Neal Ringquist: We're doing it from the top down through enterprises and bottom up trying to convince advisors to buy it themselves.

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product

Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

October 11, 2011 at 4:53 AM

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