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Articles tagged "Dynasty"

	Title	Date Published
	Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry	Friday 5.10.13
	A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders	Wednesday 5.1.13
	As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies	Monday 4.15.13
	10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1 2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords	Friday 3.8.13
	It won't be long before HighTower's fee-for-service channel revenues draw even with its partner firm revenues Chicago aggregator is in talks with 50 firms about signing up with the newly unveiled Network and Alliance options	Monday 3.4.13
	How RIAs are becoming as complacent as wirehouses -- and what it'll take to snap out of it There is empirical evidence that challenges are increasing but also reasons to believe they can be met	Monday 12.10.12
	How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones	Thursday 11.8.12
	HighTower throws open its doors to non-partner firms who want service and/or brand The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners	Friday 9.14.12
	12 questions for Peter Hess The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley	Thursday 9.13.12
	Why the slow-evolving metro New York area is still on course to be the capital of the RIA business The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco	Wednesday 8.8.12
	Brothers reunite as a $3.8 billion ex-Graystone team forms its own RIA Morgan Stanley Smith Barney's elite consulting unit pushed out the older brother based on alleged wrongdoing and his younger brother spearheaded a breakaway to rejoin him	Wednesday 7.11.12
	Dynasty fetes its RIAs with bottles of bubbly on the Fourth -- but with an anti-revolutionary message Popping a cork to celebrate newly independent advisors is a grand idea. But is it revolution or evolution?	Thursday 7.5.12
	How WilmerHale is positioning its $3.3B-AUA RIA as outsourcer and owner in a $750-billion market Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices	Monday 6.25.12
	Bank founded by ex-Merrill chiefs spurs RIA arm to $3 billion after hiring a former Citi chief as CEO Fieldpoint took off after hiring Robert Matthews who's attracted advisors from US Trust, Morgan Stanley Smith Barney, Goldman, Bank of America, JPMorgan and Wilmington Trust	Tuesday 5.29.12
	Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets	Tuesday 5.8.12
	8 notable takeaways from the spring 2012 Tiburon CEO Summit The breakaway movement still depends more on Wall Street's moves than Main Street's moxie	Wednesday 4.18.12
	AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on	Wednesday 3.21.12
	Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unit At Morgan Stanley Smith Barney, the Saratoga Springs team had about $1.2 billion	Monday 2.6.12
	Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA	Friday 1.20.12
	Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan Cheap research, big manager access and smooth technology may prove a magnetic force	Monday 12.5.11
	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

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Articles tagged "Dynasty"

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

A $15-billion roll-up-like venture in Canada gets a US foothold with a Dynasty Financial deal -- and vice-versa
With the deal, born on a frozen lake in Montana, both companies are attempting to keep assets from crossing their borders

As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies

10 most influential RIA figures going into 2013 and how they're reshaping the industry, Part 1
2012 was a year of drama as sweeping deals of unexpected size were struck and the industry took to the Hill to fight against FINRA overlords

It won't be long before HighTower's fee-for-service channel revenues draw even with its partner firm revenues
Chicago aggregator is in talks with 50 firms about signing up with the newly unveiled Network and Alliance options

How RIAs are becoming as complacent as wirehouses -- and what it'll take to snap out of it
There is empirical evidence that challenges are increasing but also reasons to believe they can be met

How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks
The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones

HighTower throws open its doors to non-partner firms who want service and/or brand
The Chicago-based consolidator announces in Las Vegas that it is gambling that it can deliver a business model similar to Dynasty Financial Partners

12 questions for Peter Hess
The freshly minted CEO talks about playing catch-up with cloud technology, Advent's acquisition plans and his continuing partnership with Reed Colley

Why the slow-evolving metro New York area is still on course to be the capital of the RIA business
The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco

Brothers reunite as a $3.8 billion ex-Graystone team forms its own RIA
Morgan Stanley Smith Barney's elite consulting unit pushed out the older brother based on alleged wrongdoing and his younger brother spearheaded a breakaway to rejoin him

Dynasty fetes its RIAs with bottles of bubbly on the Fourth -- but with an anti-revolutionary message
Popping a cork to celebrate newly independent advisors is a grand idea. But is it revolution or evolution?

Bank founded by ex-Merrill chiefs spurs RIA arm to $3 billion after hiring a former Citi chief as CEO
Fieldpoint took off after hiring Robert Matthews who's attracted advisors from US Trust, Morgan Stanley Smith Barney, Goldman, Bank of America, JPMorgan and Wilmington Trust

Merrill Lynch PBIG team breaks away in tumbleweed country to better pursue next-gen oil fortunes
Chad Clary and Dane Crunk are bringing Dynasty Financial's technology to UHNW folks with dusty boots, deep tans and around $800 million of assets

8 notable takeaways from the spring 2012 Tiburon CEO Summit
The breakaway movement still depends more on Wall Street's moves than Main Street's moxie

AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on

Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unit
At Morgan Stanley Smith Barney, the Saratoga Springs team had about $1.2 billion

Dynasty Financial and Black Diamond combine to pick off a big family office helmed by women
Alexandra & James Wealth Management uses the duo to replace Fortigent as it nears $1 billion of AUA

Attack of the killer app: Dynasty targets the corner-office broker by combining Envestnet and Callan
Cheap research, big manager access and smooth technology may prove a magnetic force

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

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Articles tagged "Dynasty"

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