Media mentions

Media mentions

A snapshot of Brinker Capital’s media presence.

Financial PlanningWith Brinker Capital deal, Orion gets new firepower to take on Envestnet
With 5,500 financial advisors, $25.3 billion in assets under management and expertise in behavioral finance and high-net-worth investors, Brinker Capital gives Orion firepower to take on even the biggest turnkey asset management platforms.

RIAbizIn a deal wired by a ‘Tony,’ Orion leaps to top TAMP tier with $42 billion, which its $1 trillion-plus of RIA portfolios reported on may make more lethal to rivals
“It’s pretty unique to be able to marry the market leading technology with the market leading investment management, products [and] capabilities Brinker has.”

RIAIntel – Genstar Buys Stake in Orion, Plans to Merge it With Brinker Capital
Brinker Capital had been looking for a capital partner that could help the TAMP improve its technology and streamline the investment management process for financial advisors who use it.

Think Advisor – Orion and Brinker to form $40 billion firm
The two companies’ CEOs told ThinkAdvisor how the deal to create the huge TAMP came together.

Barron’sBrinker Finds a Buyer Despite COVID-19, Set to Emerge with Orion Advisor Solutions
The combination of two firms will create a “powerhouse,” that will be difficult to compete against, said Noreen Beaman, CEO at Brinker Capital.

FA Magazine – How Behavioral Finance Can Help Boost Advisor/Client Relationships
The best advisors are ‘leaning into’ behavioral finance strategies and technology that connect them on a higher level with clients, according to Noreen Beaman, CEO at Brinker Capital.

Family Wealth Report Pandemic Payoff – The time for Behavioral Finance is Now
Behavioral finance, the stepchild of behavioral economics, appears to have found its moment.

Fund IntelligenceBrinker Capital to use BlackRock’s Aladdin Wealth platform
Philadelphia-based TAMP and asset manager Brinker Capital has taken on BlackRock’s Aladdin risk management platform to help power its wealth offering.

InvestmentNews – Brinker Capital’s Daniel Crosby talks about the balance of managing client emotions
In a year so far marked by a global pandemic that triggered a bear market and economic recession, financial advisers are having to adapt to the realities of holistic planning, which includes a healthy dose of psychology.

NewsweekHow to stay sane in a crazy market
Daniel Crosby shares tips on staying sane in a volatile market. “This is no time to be making financial decisions without your full complement of brainpower.”

Barron’s Roundtable These 4 factors lead to the biggest financial mistakes, behavioral economist says
Daniel Crosby, Chief Behavioral Officer, discusses the four factors that may lead to our biggest financial mistakes.

CNBC The auto industry is leading a slowdown, says strategist
Tim Holland, CFA, Global Investment Strategist discusses Q1 2019 earnings reports.

Barron’sFund Family Ranking: The Best Active Shops
Brinker Capital launched a series of multi-manager mutual funds in 2017, qualifying the 32-year-old firm for the ranking – and with an impressive 10th-place debut.

Real Assets Adviser – The road to growth
Brinker Capital was named after Brinker Road, ad $23 billion AUM later, CEO Noreen Beaman is behind the wheel and negotiating its destination.

Philadelphia Business JournalMain Line’s Brinker Capital backs local fintech firm
BizEquity, a Wayne-based fintech company that offers online business valuation services, has received an investment from Main Line investment management firm Brinker Capital. 

ThinkAdvisor – Brinker Cap Drops HNW Account Minimum, Adds Execs from TD, Morgan Stanley
The RIA cuts the investment minimum of its Wealth Advisory services in half, to $1 million.

CNBC Market rally rolls on US-Mexico trade deal – now could be the time to buy
Tim Holland, CFA, Global Investment Strategist discusses the markets as materials and financials lead.

Philadelphia Business JournalENTREPRENEUR OF THE YEAR: EY honors the businesspeople who break the mold
EY recognizes the dynamic mold-breakers who are propelling forward to a brighter future for us all.

CNBC More good news than bad news for the markets, says strategist
Tim Holland, CFA, Global Investment Strategist discusses the current state of the markets and which risks to the rally investors should watch.

CNBCTrade wars are bad for business: Strategist
Tim Holland, CFA, Global Investment Strategist discusses the effect trade and interest rate fears may be having on investors and the market.

CNBC –  Emerging market risks
Tim Holland, CFA, Global Investment Strategist provides insight to the markets as interest rates and prices climb.

FundFireHow to get on the recommended list: Brinker Capital
Brinker Capital, a $21.7 billion turnkey asset management platform (TAMP), can connect asset managers with advisors and firms in the insurance broker-dealer, independent broker-dealers, and registered investment advisor (RIA) channels.