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Articles tagged "Scott Dell'Orfano"


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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

Bill Rice: With ... Boston Private, we were unable to find a mechanism that worked for both parties to deal with incentivizing key employees.

A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl

Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game

May 14, 2018 at 8:05 PM

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

August 23, 2013 at 5:14 PM

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.

June 25, 2013 at 9:51 PM

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

January 25, 2013 at 3:24 AM

Mike Durbin is not shy about going and getting top sales talent from competitors large and small.

Power shift in Fidelity's RIA sales: Scott Dell'Orfano is out; Rich Policastro defects from Schwab

Bob Oros has his hands full as the Fidelity sales effort gains more of a Schwab presence and feel

December 12, 2012 at 4:30 PM

Scott Dell'Orfano is one of a long line of Fidelity executives internally drafted into new positions.

Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission

Dell'Orfano and his team are developing product services and technology the better to lure major RIAs

October 19, 2011 at 3:10 PM

Many of Paul Pagnato and David Karp's clientele have security concerns so they keep a low profile - including no photos.

Fearless Merrill Lynch team breaks away with $1 billion in broad daylight

Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.

August 2, 2011 at 5:58 AM

Scott Dell'Orfano: The average is well up from what we saw at this time last year
January 27, 2011 at 2:54 PM

Scott Dell'Orfano: Bigger teams are more educated, thoughtful, diligent. They’re asking pertinent questions.

Fidelity weighs in with breakaway results reinforcing the big-advisor trend

Are cost-cutting wirehouses creating a farm system for top entrepreneurial teams?

July 29, 2010 at 3:47 AM

Barnaby Grist: It's the same growth rate as the last few years
August 23, 2009 at 4:34 PM

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