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Envestnet | Tamarac
Trading/Rebalancing, Portfolio Management System, Performance Reporting, CRM Software
RIA Contact: Mathieu Stroh

Salentica
CRM Software
RIA Contact: Tanya Tygesen

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Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business

	Title	Date Published
	As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies	Monday 4.15.13
	The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound	Monday 1.28.13
	HighTower throws open its doors to non-partner firms who want service and/or brand The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners	Friday 9.14.12
	With FundQuest off its plate, Envestnet is ready for a helping of new deals The Chicago outsourcer has IPO cash, deal experience and an appetite for growth	Friday 12.16.11
	Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones	Monday 8.15.11
	Focus Financial pivots to breakaway strategy with Fidelity recruit Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains	Monday 5.9.11
	Record year for RIA M&A after giant fourth quarter, Schwab study says Buyers and sellers both have stronger motivations	Wednesday 2.2.11
	10 reasons why LPL Financial could pull off a hot IPO in a cold market The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing	Wednesday 11.17.10
	A look inside Schwab's big deal with a small asset manager Windward sold for a big premium but Schwab may be the bigger winner	Friday 11.12.10
	What to make of LPL nearing a successful -- but scaled back -- IPO It made concessions on price but gaining a public valuation may be mission accomplished for now	Friday 11.5.10
	M&A market for RIAs continues record pace: Second half looks even stronger As compliance burdens grow, smaller firms are driving merger activity	Monday 7.26.10
	What to make of Mark Hurley's latest prophesy that most RIA firms will go out with a whimper The Fiduciary Network principal sees minimal enterprise value -- and little will to build it -- among 19,000 wealth management firms	Tuesday 6.15.10
	Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space Trendspotters see increase in bank breakaways as wealth management divisions consolidate	Tuesday 2.16.10
	Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings	Thursday 2.11.10
	[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world	Wednesday 1.20.10
$Dan Seivert: History is filled with firms that have sold themselves at high valuations to large companies only to buy themselves back at a fraction of the price.$	8 major points to understand about the M&A market at the start of 2010 Market conditions are yielding great opportunities for some savvy buyers and sellers	Wednesday 1.6.10
	Banks are hungry to buy RIAs again The same pressures for growth and non-interest income have them shopping, albeit more cautiously	Monday 12.14.09
	Beware the time goblins in M&A deals Ask these eight questions before shopping for advisory practices	Friday 10.30.09

Content tagged "Dan Seivert"

ECHELON Partners

As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies

The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows
M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound

HighTower throws open its doors to non-partner firms who want service and/or brand
The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners

With FundQuest off its plate, Envestnet is ready for a helping of new deals
The Chicago outsourcer has IPO cash, deal experience and an appetite for growth

Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones

Focus Financial pivots to breakaway strategy with Fidelity recruit
Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains

Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations

10 reasons why LPL Financial could pull off a hot IPO in a cold market
The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing

A look inside Schwab's big deal with a small asset manager
Windward sold for a big premium but Schwab may be the bigger winner

What to make of LPL nearing a successful -- but scaled back -- IPO
It made concessions on price but gaining a public valuation may be mission accomplished for now

M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity

What to make of Mark Hurley's latest prophesy that most RIA firms will go out with a whimper
The Fiduciary Network principal sees minimal enterprise value -- and little will to build it -- among 19,000 wealth management firms

Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space
Trendspotters see increase in bank breakaways as wealth management divisions consolidate

Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs
Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings

[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal
Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world

8 major points to understand about the M&A market at the start of 2010
Market conditions are yielding great opportunities for some savvy buyers and sellers

Banks are hungry to buy RIAs again
The same pressures for growth and non-interest income have them shopping, albeit more cautiously

Beware the time goblins in M&A deals
Ask these eight questions before shopping for advisory practices

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Content tagged "Dan Seivert"

ECHELON Partners

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