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Content tagged "David Selig"

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	Title	Date Published
	Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes	Monday 3.25.13
	United Capital eyes 'Paragon' brand for the $10-million-plus set after nabbing $1 billion RIA in Seattle Joe Duran is pleased bring aboard another woman-led firm -- a trophy, albeit low-key, outfit that sits among brand giants like Starbucks, Amazon and Microsoft	Wednesday 1.16.13
	Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence	Thursday 1.10.13
	Why a $1.5 billion RIA is selling internally this time -- perhaps with Schwab as 'investment bank' -- after a sale to an outsider went bad Miller/Russell of Phoenix is partially owned by a client and plans to enlist custodians to finance junior advisors in their quest for partnership	Monday 1.7.13
	With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability	Tuesday 10.30.12
	Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper Rigorous due diligence and good will count for a lot -- but not everything, as two ultimately mismatched RIAs were surprised to discover	Monday 7.16.12
	On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business	Thursday 7.12.12
	Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator	Thursday 5.31.12
	Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms	Wednesday 4.25.12
	Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company	Thursday 2.2.12
	RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees Panelists discuss pitfalls to avoid if you're thinking of selling your RIA	Monday 11.7.11
	Schwab redefines RIAs in its M&A study but experts say further refinement is needed Registered Investment Advisors have $50 million of AUM and serve HNW investors	Thursday 8.18.11
	LPL lures a TD Ameritrade talent across the San Diego street Mike Watson will bring his practice-management expertise to 1,400 LPL reps	Friday 8.5.11
	Why Advent and Black Diamond are merging and how advisors look at the deal The rival software makers hit it off after their top execs had a February phone call	Friday 5.13.11
	M&A market reaching a new normal based on RIA-driven deals, say competing reports from Pershing, Schwab Schwab data contradicts the report on the surface but also shows fewer big, traditional deals	Wednesday 5.4.11
	Record year for RIA M&A after giant fourth quarter, Schwab study says Buyers and sellers both have stronger motivations	Wednesday 2.2.11
	United Capital scoops up a $1.6 billion wealth manager from M&T Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator	Thursday 1.13.11
	Two big RIAs will merge to form an East Coast powerhouse Back Bay Financial and Modera Wealth Management straddle Boston and New Jersey with assets nearing $1 billion	Wednesday 12.1.10
	Advisors in the airport shuttle make suggestions for taking the MarketCounsel Member Summit to the next level RIABiz stumbles on a final moveable breakout session where unedited opinions flew fast and hard	Tuesday 11.23.10
	RIA M&A activity sizzles toward a record number of deals in 2010 Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data	Wednesday 11.10.10
	Fidelity steps up M&A efforts as RIAs step up the pressure for answers Deal-related consulting fits a core strategic objective -- RIA growth	Friday 9.17.10
	Jefferies & Co. deletes the Putnam Lovell brand but three former bankers are betting on an M&A resurgence in wealth management The investment banking brand was preeminent until it got purchased and the M&A market tanked	Friday 9.3.10
	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
	Two Silicon Valley RIAs marry their practices to lay the groundwork for succession The merger key was that Kevin Tanner wanted John Dolan and not just his book of business	Tuesday 7.13.10
	Favorite succession plan of RIAs remains the same: none at all The biggest impediment to planning is finding a successor	Monday 6.7.10
	M&A market for RIAs sprints to record start in 2010 Deals are mostly smaller thus far but activity behind the scenes is intense	Friday 4.9.10
	Sanders Morris Harris Group, serious competitor to the big roll-ups, launches bid from Texas Led by former head of Prudential-Bache Securities, company has at least $15 million to spend on big RIAs and breakaways	Monday 4.5.10
	RBC is checking every box to ensure it acquires the JPMorgan RIA unit intact Mike Kavanagh brings the former Bear Stearns service team to Minneapolis for bonding	Wednesday 1.13.10
	What I learned about E*TRADE, Bank of America, Google and the Bubble Lounge during pre-holiday conversations Just because a wirehouse broker doesn't win the account doesn't mean that another advisor will	Tuesday 12.22.09
	What's really going on with Focus Financial? Somebody is going to be unhappy in a large organization, Adolf says	Monday 11.30.09
	Fidelity races to develop M&A program ahead of looming merger boom Boston custodian seeks to manage a flood of client requests	Wednesday 9.23.09