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Articles tagged "Fiduciary Network"


Steve Foldes: This creates a big win for me.

How Steve Foldes merged his $600-million RIA with mentor (and former advisor) Harold Evensky creating a $1.5 billion Florida behemoth
The former sandal magnate got rich at 35, became an Evensky client, a rival and now a partner

Thursday 6.19.14
Lon Morton: They knew it wasn't a discussion we were interested in having.

Lon Morton shows how to sell to a bank and live happily ever after -- but don't try this at home
Morton Capital weathered five years of rough seas but ultimately the misfortunes of its original bank owners accrued to his benefit

Thursday 10.31.13
Stephen Janachowski: Partnerships are harder than marriages.

With cash and grace, Brouwer & Janachowski attracts another $100 million firm by creating a never-say-retirement home for older RIAs
Using Seton Smoke deal as a template, the $1.1 billion RIA adds a firm helmed by a local 68-year-old

Tuesday 9.17.13
James "Chip" Mahan: If you ask any banker about the SBA, they'll say it's messy with a lot of paperwork and sometimes the SBA won't pay. But we disagree.

Fidelity's M&A program reload looks 'game-changing' after it partners with a middleman to get Uncle Sam to guarantee RIA deals
The piece de resistance is a maverick-owned North Carolina bank with an RIA-savvy ex-Schwabbie and software that fights SBA red tape

Thursday 6.20.13
David DeVoe: We should be seeing over 100 external sales a year – nearly two times what we are seeing in actual transactions.

Schwab 2013 RIA M&A data show hope but also futility
David DeVoe and Mark Hurley weigh in on just exactly what is and isn't working

Friday 5.3.13
Mark Hurley: The middle ground [of tweeners] is going to go away and there's a staggering amount of opportunity.

Mark Hurley drops a new wealth management prognosis on the industry with a zero-sum flavor
With the best clients aging, RIA business will be shaped by how about 2,000 'tweener' firms react to fast-deteriorating business conditions

Monday 4.29.13
Mark Hurley: While we had little doubt that many people would disagree with our conclusions, we tried to be brutally candid about what our research found.

Mark Hurley's comeback to Veres: Fiduciary Network is investing millions in wealth management businesses -- it's just that few in the industry make the grade
Veres has 'concocted' a conflict-of-interest, says Hurley

Monday 4.4.11
Dan Silver: The goal is to form one of the top firms in the country

E*TRADE unwinds its RIA roll-up, and a giant RIA rises in the Boston burbs
Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time

Monday 3.21.11
Mark Hurley's new report says building enterprise value is “unattractive and fraught with risk."

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
David DeVoe: The numbers have slowly crept up in terms of advisors that have these plans in place but we still see situations where folks don’t.

Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor

Monday 6.7.10
Jessica Bibliowicz: We acted quickly in a difficult environment. We are now a stronger and more seasoned company.

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

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Most Emailed Stories »

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
33 shares
Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
19 shares
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

The forecast for the 401(k) business is bright and foggy.
7 shares
What exactly is doable for an RIA in the 401(k) business?

No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.
6 shares
Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs

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


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