RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees
Panelists discuss pitfalls to avoid if you're thinking of selling your RIA
Fiduciary Network
The article incorrectly refers to Financial Network. It should be Mark Hurley of Fiduciary Network.
Brooke Southall
Thanks for pointing that out. I fixed it.
Brooke
Related Moves
Karl Heckenberg files with SEC to raise a staggering $1 billion, (presumably) to buy, buy, buy RIA stakes in a 'crowded' market
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August 18, 2023 at 3:56 AM
With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO
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August 13, 2022 at 12:39 AM
Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor
Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same
December 17, 2020 at 3:02 AM
Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine
The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO
