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Articles tagged "Jamie McLaughlin"


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Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Focus Financial files for IPO to raise $100 million, with 'interesting' timing

Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%

May 24, 2018 at 5:15 PM

Bob Miller: In 2015 90% of our revenue came from reporting ... In 2018 that will be less than 50 % so it's a major shift.

What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presence

CEO Bob Miller pivoted to safer 'aggregation' ground where margins are slimmer but competition may be lighter

March 13, 2018 at 9:12 PM

Greg Fleming is setting the bar high.

Recruiters salivate as Greg Fleming completes marriage to Rockefeller & Co. to fill 'HighTower' void but now begins the wait for a business model

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges

March 9, 2018 at 11:03 PM

Michael Zeuner, Maria Elena "Mel" Lagomasino and Santiago Ulloa believe they're through the start-up phase of W.E. Family Offices.

GenSpring offshoot poaches four more as it reimagines the service model for UHNW families

With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go

September 23, 2013 at 6:29 PM

Cammie Doder: We want to be super-responsive and empathetic that our industry and our space can be very confusing.

Family offices are facing frustration as 'prima donna' sales stars prove to be in short supply to handle like clients

Assets seem to be growing healthily at family offices but many of the old-school practices are in a bad spot

May 31, 2013 at 8:01 PM

Geoffrey Clauss: I'm coming in to help scale this.

Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

May 3, 2013 at 5:11 AM

Gregory Curtis: You have to stick to your knitting even if it costs you business -- which it will.

An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues

Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal

May 3, 2012 at 5:21 AM

Jim Steiner: I think it’s harder for RIAs to compete [in the UHNW market].

Wells Fargo targets tempting but treacherous UHNW market with Abbot Downing launch

With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent

April 2, 2012 at 2:29 PM

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