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Content tagged "Silver Lane Advisors"



Walt Bettinger: We saw new enrollments spike as the market fell.

Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on
San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

Tuesday 10.27.15
Thomas Peterffy: The acquisition of Covestor is a positive development toward making Interactive Brokers the premier global platform for investors, advisors, hedge funds and money managers to find each other.

Covestor becomes latest robo site to sell out and become a bauble on bigger chain
Interactive brokers buys the New York-based SMA-robo that has struggled to gain assets

Friday 4.24.15
Todd Morgan: It wasn't our fault it didn't work out the first time. We would have preferred to stay.

How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million
Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada

Thursday 9.5.13
Liz Nesvold: More hires are definitely on the way.

Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom
Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes

Monday 3.25.13
Keith McWilliams: It feels like we're going full circle back to where Scudder was.

Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden
Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way

Friday 11.9.12
Andy Putterman: It couldn't be any more offensive.

LPL makes big advance into the RIA business with Fortigent acquisition
The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

Tuesday 1.3.12

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Most Emailed Stories »

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.
23 shares
After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
3 shares
An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
2 shares
Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
2 shares
Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
1 shares
What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure


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