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Articles tagged "Steve Levitt"


Marty Bicknell: They're young and growth-oriented. They're not selling to sell.

How a Kansas wealth manager ate New York -- or at least one of its big advisory firms -- owned by an Arthur Andersen orphan
In latest RIA taunt to Wall Street, Marty Bicknell ends an 11-month deal moratorium by placing his Mariner flag in the Big Apple

Thursday 12.5.13
Waltham is in the Boston wealth belt -- close enough to the Hub but far enough away to spread out in a glassy building.

A $1.2-billion RIA is born on the Rt. 128 altar as two $600-million-AUM firms -- one in hyper-growth mode by Fidelity referrals -- get hitched
Spawned from an away breakfast, the deal of Argent Wealth Management and Pillar Financial Advisors financed a succession, forestalled death on the vine and set the stage for accelerated growth

Friday 11.15.13
Mark Hurley: The goal for us is not to build up and flip.

After more than two years of radio silence, Mark Hurley pings with a stake-taking in an under-the-radar RIA
The writer of firebrand reports describes his own company as 'boring' -- questionably -- but lately has lived up to his billing

Friday 8.23.13
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
Richard Yoken:  I’ve always decided to fly under the radar and now we don’t mind being picked up over the radar.

A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover
Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business

Friday 2.1.13
Jon Beatty says many advisors are still more fixated on tending to nervous clients than doing deals.

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
Marty Bicknell: If the phone rings, we'll be opportunistic.

Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals
The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch

Thursday 12.6.12
Valerie Newell is young, ambitious and happy to hand off some headaches to Marty Bicknell. She says: We want to continue to do what we've done.

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

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