Articles tagged "Peter Raimondi"


Scott Hanson: Frankly, I didn't leave the conference deal-hungry, but it did give me some food for thought as we plan the future of our business.

Why a $1 billion-plus RIA attended Dan Seivert's two-day M&A conference despite having no intention of buying or selling
Scott Hanson came away deeply impressed by how deals could accelerate the RIA business's bid to comparability with other professions

Monday 9.21.15
Robert Shapiro: It makes a big difference to us that we're now judging the risks and returns ourselves

After lassoing Banyan and Silver Bridge talent, Ropes & Gray launches $2.7 billion RIA to extend its legal brand to financial advice
The 150-year-old white shoe, which counseled Mitt Romney on financial matters, is unshackled to advise as Ropes Wealth Advisors

Thursday 3.12.15
Clayton G. Deutsch: If you know Peter Raimondi, you know we're not going to sit on cruise control.

As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four
Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer

Thursday 7.17.14
Dan Kern: Some of the audience members wanted to hear less of a love fest from the custodians.

Eavesdropping on the Barron's Top Independent Advisor Summit and appreciating its vibe
There was the usual fertile atmosphere for advisor-on-advisor chats and some impatience with RIA custodial heads' bloviations

Tuesday 3.25.14
We knew if we were successful with all three of these deals it would require a herculean transition efforts.

Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge
Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM

Friday 8.23.13
Scott Dell'Orfano: I have seen 3,000 advisory firms, and you get a sense of firms that are set up for success and others who are struggling.

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

Tuesday 6.25.13
Peter Raimondi and Scott Dell'Orfano are building on a relationship forged as client and custodian exec in Boston.

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion
The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

Friday 1.25.13
Sharon Daniels: With the various branches at Banyan, this will give us immediate opportunities to meet personally with more of our clients.

In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size
More deals involving IBD advisors on the horizon as shift to fees makes combinations possible

Tuesday 1.25.11

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