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Content tagged "FA Insight"

FA Insight

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Frank Leto sees value in Davidson Trust though Boston Private said it had a negligible bottom line impact.

Where Boston Private Financial stands after selling one of its last original acquisitions for $10.5 million
The roll-up spun out Davidson Trust and its $1 billion of AUM to Bryn Mawr Trust, which largely unwinds Boston Private's aggressive buying spree from last decade,

Thursday 2.9.12
Dennis Miller: My view was their stock was better than mine.

Why this time Dennis Miller is entrusting his $1.3 billion RIA to an advisor who sold his $2 billion RIA
Miller/Russell formerly sold to a bank and so did its new CEO, Mark Feldman; GenSpring and Western Alliance were pretty good partners but it was still a pretty rough experience for the advisors

Tuesday 2.7.12
Dan Inveen: The supply of good people is becoming increasingly scarce.

Competing studies from FA Insight and IN/Moss Adams agree on one thing: RIAs face a picked-over market of client prospects
Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing

Friday 10.14.11
Doug Trott: if you hold the line and don't lower your prices when the market goes down you can still keep your clients.

Slashing fees to clients in tough times won't help your business, study says
PriceMetrix survey covering advsiors with $900 billion AUM shows clients are mostly attuned to trustworthiness, not basis points

Tuesday 9.20.11
Mark Tibergien: My goal is to upset you.

Tibergien uses brutal honesty to captivate big Schwab RIAs and others at San Francisco event
The Pershing leader and former Moss Adams star lit into advisors on practice management issues

Friday 6.24.11
Rudy Adolf: “This is an area we wanted to invest in and we wanted to add additional resources. The thing we’ve figured out better than anyone else is how to invest in entrepreneurs.”

Focus Financial pivots to breakaway strategy with Fidelity recruit
Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains

Monday 5.9.11
Dan Inveen: I’m not writing off serial buyers. We’re seeing survival of the fittest.

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
Dan Inveen: Making this shift will assure the IBD stays relevant and competitive in relation to independent RIAs.

Pershing study: Why the IBD talent market is headed for trouble and what might reverse the trend
As broker-dealers lose reps, they all have the same strategy for replacement: poaching each other

Tuesday 3.1.11
Brian Hamburger: The SEC is lining up the facts so that later the conclusion becomes obvious (it can’t regulate advisors with current resources). ... It’s genius, what they’re looking to do, but it’s incredibly transparent.

The RIABiz list of winners and losers in the wake of the SEC's fiduciary study
The race is on as laggards adapt to new vision of the future

Friday 1.28.11
Marty Bicknell: It’s definitely about growth geographically, and we’ve struggled with it.

Big Midwestern RIA buys itself a national presence in deal with CBIZ
Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion

Tuesday 1.4.11
Ric Edelman: I needed to give my staff a breather.

Edelman expansion slows; back office 'overwhelmed'
$5.5 billion RIA pours money into top-line Microsoft CRM

Thursday 10.21.10
Joe Duran: We’ll be a $100-million revenue RIA in two to three years.

One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree

Monday 9.20.10
Meg Green: Not all the bodies were really profitable in my model.

What Meg Green was thinking when she purposefully shed $40 million of assets
The advisor saw more downside than upside to the smaller accounts and pulled the trigger on a deal

Wednesday 7.7.10
Tom Nally: I think joiners are going to take the breakaway trend to the next level.

9 things to know about the breakaway-to-RIA movement and why it's likely to get bigger
In a down market, RIAs need a new growth strategy and small brokers a safe landing place

Wednesday 5.26.10
James Surowiecki: Paradoxically, ignoring these people has turned out to be a great way of getting lots of customers.

James Surowiecki has lessons for RIAs about marketing's mushy middle
New Yorker writer warns against the amorphous marketing blob that GM and Dell succumbed to

Friday 4.2.10
Mark Tibergien: Nothing is forever. Advisors say they wouldn’t sell to such-and-such organization, but they do.

Deal bottleneck in M&A caused by buyers expecting fire sale prices, report says
Quantity of deals is down but quality may be up; 2010 looks brighter

Friday 12.11.09
Dan Inveen: “It’s almost laughable now that the employer was worried about the scarcity of labor and the scarcity of talent”

10 key points made in new FA Insight personnel study
Report: Smart firms grab talent while it's available

Monday 11.9.09
Matt McGinness: Everyone is working harder for less

Industry consultants grow practices by taking on deadline projects
Industry stars like Inveen, Roame, McGinness and Welsh are increasing revenues by shifting gears

Friday 9.11.09
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