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Articles tagged "Silver Lane"


Robert Thomas: They knew what they were doing.

Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time
In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was

Wednesday 1.7.15
Doug Wolford: I believe that our full and fast response to this situation will in time become a model for the industry.

Convergent Wealth begins to pick up the pieces after David Zier's death
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford

Tuesday 11.4.14
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
David Hou helped lead the biggest-ever Merrill breakaway and now he's part of a long-term deal with First Republic Bank.

A $5.5 billion LA-based RIA is getting purchased by First Republic Bank
Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012

Monday 11.5.12
Sean Hanlon: It previously was VC-backed. We have it in our blood. We're owner-operators.

A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO
Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on

Monday 8.20.12
Michael Nathanson promised deals -- and quickly delivered.

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
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

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Most Emailed Stories »

Tom Bradley: I think the average fee is 90 basis points roughly and we don't intend to change that.
41 shares
TD Ameritrade makes play to become top robo by 2016 with out-of-the-gate $100-million revenues -- albeit with some risk attached to the power play

Tom Gooley: You need to continue to evolve system and service platforms to make sure you're keeping up.
31 shares
LPL taps the man who saved Morgan Stanley's bacon to take service to a Schwab RIA-level echelon

David Benskin: Basically, I built 50 spreadsheets.
30 shares
How a software-flummoxed ex-Merrill Lynch private banker set up shop, invented his own dashboard and is selling it to top RIAs

James Osborne: I'm not management material.
8 shares
James Osborne makes a waiting list part of his new RIA's business model after 18 months -- with client care and mountain biking in mind

Sallie Krawcheck: We also didn't talk about my biggest asset -- which is me -- and if the market goes down, what are the chances of me keeping my job.
7 shares
At Morningstar, Sallie Krawcheck blasts her own [presumably ex-] financial advisor -- and herself


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