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Articles tagged "Scott Dell'Orfano"


We knew if we were successful with all three of these deals it would require a herculean transition efforts.

Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge
Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM

Friday 8.23.13
Scott Dell'Orfano: I have seen 3,000 advisory firms, and you get a sense of firms that are set up for success and others who are struggling.

How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.

Tuesday 6.25.13
Peter Raimondi and Scott Dell'Orfano are building on a relationship forged as client and custodian exec in Boston.

Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion
The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA

Friday 1.25.13
Mike Durbin is not shy about going and getting top sales talent from competitors large and small.

Power shift in Fidelity's RIA sales: Scott Dell'Orfano is out; Rich Policastro defects from Schwab
Bob Oros has his hands full as the Fidelity sales effort gains more of a Schwab presence and feel

Wednesday 12.12.12
Scott Dell'Orfano is one of a long line of Fidelity executives internally drafted into new positions.

Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission
Dell'Orfano and his team are developing product services and technology the better to lure major RIAs

Wednesday 10.19.11
Many of Paul Pagnato and David Karp's clientele have security concerns so they keep a low profile - including no photos.

Fearless Merrill Lynch team breaks away with $1 billion in broad daylight
Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.

Tuesday 8.2.11
Scott Dell'Orfano: The average is well up from what we saw at this time last year

Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD
Aggregators drive momentum in 2011

Thursday 1.27.11
Scott Dell'Orfano: Bigger teams are more educated, thoughtful, diligent. They’re asking pertinent questions.

Fidelity weighs in with breakaway results reinforcing the big-advisor trend
Are cost-cutting wirehouses creating a farm system for top entrepreneurial teams?

Thursday 7.29.10
Barnaby Grist: It's the same growth rate as the last few years

Footnote to last week's breakaway article and a look ahead to Monday's article
Breakaways: Growth rate stuck in place

Sunday 8.23.09



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