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Articles tagged "John Burns"


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Nick Blasi: The buyer is taking a substantial risk [in this environment] and should be allowed to protect themselves.

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow

June 24, 2020 at 2:05 AM

Walt Bettinger: I have bitten my lip until now.

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 at 7:53 PM

Walt Bettinger: And by the way, we never said that it would be free, but rather that it will fund itself from the revenues of the underlying ETFs.

A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs

The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city

November 10, 2014 at 7:57 AM

The MarketCounsel Summit convened many kings of the jungle.

The 2013 MarketCounsel Summit is heavy on future shock

A Cassandra-like Steve Lockshin lead the gloomsters, Team Tech protested that the future is bright and Frank & Dodd laid an egg

December 16, 2013 at 7:44 AM

John Burns: We have to grow.

With new deal, Exencial edges near to $1 billion and starts to look like an RIA acquisition alpha dog

After a big 2011 merger, the Oklahoma-based firm is back in deal mode targeting the Southwest

February 7, 2013 at 6:24 AM

Charles Goldman: The number of hybrids has been tapering off and it's been tapering off for a while.
September 28, 2012 at 4:17 PM

John Burns: We knew we weren't qualified to get this figured out.

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

May 9, 2012 at 4:36 PM

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