Displaying 7 results
Ex-Brinker execs launch firm catering to RIAs and foreign banks looking to start RIAs
Jason Moore and John Coyne have high hopes for their three-pronged business model at Ategenos Capital.
Expand, extend client relationships with communication amplifying trust, values
The post-Covid economy serves up an array of new opportunities for women advisers to win and keep clients, according to speakers at the Women Adviser Summit in Denver.
Orion adds behavioral finance to its adviser tech
Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.
RIAs leverage TAMP tech the most: Report
Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that's funneling the most assets into TAMPs.
Orion merges with Brinker Capital to form $40 billion TAMP
The deal creates the fourth largest turnkey asset management platform, behind Envestnet, SEI and AssetMark
Brinker Capital’s Daniel Crosby talks about the balance of managing client emotions
Keeping clients grounded and focused is especially important during times of extreme stress
Brinker Capital rolls out DOL fiduciary rule-friendly funds
Brinker Capital, an investment management platform geared toward financial advisers, is jumping on the fiduciary-rule bandwagon by converting…
