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Articles tagged "Fiduciary Network"


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 »

Patrick Sheppard: Getting back into the retail world and getting back into the high-net worth world was more fulfilling than dealing with institutions on a global basis.
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Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

Tom Valverde's hire is part of Fidelity's new 'geographical' sales strategy.
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Fidelity Institutional bags Pershing's RIA sales chief and gives him a lesser title

Charles Goldman: We bought the firm hoping the CEO would be there.
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Charles Goldman speaks from the CEO Summit hotel about what he didn't see coming at AssetMark and how it changed his life

Fidelity's alt investments brain trust: 'It used to be three guys and a dog in Greenwich.'
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Fidelity, Goldman Sachs and Morningstar call 16 top reporters to New York to define the RIA alts problem -- and to explain how their Dream Team solves it

Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.
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Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting


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