News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "FallLine Strategic Advisors"



Rich Gill is bringing his analytical and personal skills to AMG's effort to replicate its asset mangement success on the RIA side.

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine
Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

Tuesday 7.22.14
Robert Clarfeld: It's a minority investment with revenues-sharing and they have no control over expenses.

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY
Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up

Tuesday 8.20.13
John Stuart: We're replicating the wirehouse portal.

One RIA's bid to make the technology that makes it possible to use one password
Beverly Hills Wealth Management wants to eliminate the downside of open architecture

Wednesday 5.29.13
Maury Fertig: When it came to their personal investments, they were bad as everyone else.

How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs
Two Salomon Brothers alums gained the trust of masters of the universe who have seen how the sausage is made yet still make rookie investing blunders

Wednesday 1.23.13
Veritable LP will find plenty of wealth in San Francisco and no clear path to winning it.

$10-billion Philly-area RIA dips a toe in Bay Area waters causing ripples among local firms
Moving into San Francisco almost on the QT, AMG-owned Veritable confirms its first national foray -- but declines to disclose its address

Thursday 11.1.12
Steven Stahlberg: I think we have a great stage to build something.

Three RIA items of interest
BHWM hires Morgan Stanley, RW Baird vet; FallLine brings on third partner to focus on tech; preliminary injunction filed against Matthew Hutcheson

Tuesday 6.19.12
John Copeland: We've been having a number of terrific conversations articulating our growth proposition to independent advisory firms.

AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on

Wednesday 3.21.12
John Straus: They'd say 'what we'd really like is to pick your brain.'

Former Morgan Stanley and UBS wealth management chief flirts with roll-up model then pivots to management consulting
John Straus knew there was a market for his expertise, but a funny thing happened on the way to becoming an aggregator

Tuesday 3.20.12

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    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

Most Emailed Stories »

Lou Harvey: It does mean that annuity sales will no longer be a 'caveat emptor' type of transaction.
17 shares
'Paradigm shift' in 401(k) flows opens the DOL door for annuities in 401(k) plans and RIAs are split

Trisa Summers: The more I understood the level of transparency ... you have to be really comfortable.
7 shares
Zero Alpha Group fraternity adds a sister to its elite $14-billion DFA RIA club

David Stofer: At SageView I had to sell and service clients....I want to be a consultant.
6 shares
How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

Adam Nash: Having $100 million in the bank allows us to retain independence from Wall Street.
1 shares
Wealthfront responds with force to Schwab CEO's robo announcement

Abby Johnson's smarts and fierce work ethic are a given but some wonder if she can match her father's force of personality.
1 shares
How Abby Johnson won the hearts of mega-RIA clients in advance of taking the CEO spot at Fidelity Investments


Get the RIABiz Today
Email Alert »