News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Callan Associates"

Callan Associates Inc.

Filed under: Manager Research
See full listing in the directory »

Roger Hewins: We could end up with thousands of small clients.

A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software

Tuesday 9.4.12
Richard Smith: Callan gave me an ultimatum.

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

Thursday 8.9.12
Chad Clary (l.) and Dane Crunk channeled their West Texas clientele who run entrepreneurial businesses poised to capture the new oil boom.

Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes
Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets

Tuesday 5.8.12
Michael Araiz: We realized this was more than a meet and greet.

A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners
Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart

Friday 5.4.12
Tony Wood: We may be a minority owner, but we want to manage the firm and develop a business growth plan for them.

Dynasty is on the ground floor of a roll-up-like venture grabbing RIAs inside the largest accounting firms
Atlanta-based Method will parachute in to take over operational and management control of wealth managers providing advisory expertise their CPA-firm parents may lack

Thursday 4.12.12
Michelle Smith is looking for ways to handle growth.

Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA

Friday 1.20.12
Ed Swenson: This is the big bang.

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan
Cheap research, big manager access and smooth technology may prove a magnetic force

Monday 12.5.11
Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

Unravelling why a big, loyal SEI advisor moved its assets to Schwab
In automating wealth management, Dick Smith chose Adhesion and needed custody

Monday 9.27.10
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2013:
   May
   April
   March
   February
   January
2012:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2011:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2010:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2009:
   December
   November
   October
   September
   August

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Kelly O'Mara
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (338)
Fidelity (246)
TD Ameritrade (207)
LPL (129)
SEC (125)
Pershing (121)
Merrill Lynch (100)
Advent (88)
Black Diamond (84)
FINRA (84)
Tim Welsh (77)
HighTower (75)
Envestnet (68)
MarketCounsel (68)
Brian Hamburger (65)
Focus Financial (63)
Les Abromovitz (57)
Ron Rhoades (54)
Nexus Strategy (49)
Bernie Clark (49)
Mark Tibergien (48)
Tamarac (46)
401(k) (46)
Mike Durbin (45)
Raymond James (45)
United Capital (43)
Charles Goldman (43)
UBS (42)

Most Emailed Stories »

Read 
Story » Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant Read 
Story » Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisorsRead 
Story » Phyllis Borzi: We thought we hadn't done enough.Borzi: Exemptions from conflict of interest will be part of new fiduciary proposal Read 
Story » Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unitRead 
Story » Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model