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Articles tagged "private equity"

Christopher Dean: Our view is that more assets are going to move out of the traditional brokerage channel.

The 19 ways private equity has juiced up the RIA business and how it's working out
RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

Wednesday 1.2.13
Matt Cooper: I was aggressively criticized by the CEO of what I called a roll-up for describing his firm as a private-equity-backed consolidator/roll-up.

A roll-up exec talks about owning a roll-up and calls out his fellow entrepreneurs to focus on genuine distinctions
There are private-equity backed consolidators and RIA aggregators, and subspecies of each of those, but we can call them all roll-ups

Tuesday 11.13.12
Monique Miller knows alternative investments from her days with Caxton Associates.

Dynasty Financial hires an expert to help it build an alternative-investments inventory
Monique Miller brings her Caxton expertise and Dynasty is also poaching Austin Philbin, overseer of 100-plus MSSB advisors,

Friday 6.1.12
Blaine Aikin: Regardless of what happens to regulatory reform, we expect to do really well.

Private equity strikes again, this time quietly buying control of fi360 for $11.5 million
Bluff Point Associates principals liked the recurring revenues and bright growth prospects

Tuesday 4.10.12
Elizabeth Ostrander: Now PE firms are sitting on piles of cash raised in ’06-’08 that they must invest soon or return to their investors

RIAs can turn stockpiled private equity cash to clients' advantage and into AUM
Clients who grimace at selling their business or standing pat may love a rising new option

Friday 7.29.11
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