Greg Bartalos on Muck Rack

Greg Bartalos

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As seen in: Barron's, Barron's Advisor, MSN, Yahoo News New Zealand, Yahoo Singapore, The Wall Street Journal, Yahoo Finance, MarketWatch, Institutional Investor, RealClear Markets, Barry Ritholtz - The Big Picture, The Big Takeover and
Editor-in-Chief, Barron's wealth & asset mgmt group. The Way Forward podcast + newsletter. @barronsadvisor @barronsonline Ex: @Bloomberg @YahooFinance @RIAIntel

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Articles

10 things RIA buyers and sellers need to know

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By Greg Bartalos 
| MSN
; ; ; ; Continue reading More for You ; ; ; ; Continue reading More for You
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Microsoft Cares About Your Privacy Envestnet's Chris Todd: AI helps advisors predict the next best moves

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By Greg Bartalos 
| MSN
Greg Bartalos Financial advisors care greatly about how much they have in assets under management given that the AUM model is lucrative and the primary way most are compensated. Moreover, AUM provides advisors a shorthand way to measure size and growth and keep score of peers. Envestnet CEO, Chris Todd, however, asserts that data has become the most valuable asset because it allows advisors to provide proactive “next best actions” rather than simply reflecting past performance.
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Microsoft Cares About Your Privacy State Street's Yie-Hsin Hung: We're not done innovating

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By Greg Bartalos 
| MSN
Greg Bartalos America was founded 250 years ago. State Street's history dates back almost as far, to 1792. The Boston-based asset manager and custodian, however, is squarely looking to the future. Its investment management division, formerly known as State Street Global Advisors, rebranded itself last year as State Street Investment Management. That business, established in 1978, has more than $5 trillion in assets under management today. State Street has a rich history of pioneering products, too.
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