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Articles tagged "Callan Associates"


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Ron Carson: The more I stepped back the better. I even shocked myself.

What to make of Ron Carson selling 29% of his empire for $35 million -- and how he's evolved his no-pain, no-gain approach to attract a new generation of talent

Improbably, the master motivator of Omaha is seeking a few good millennial slackers en route to building a firm that exudes as much silicon as charisma

July 12, 2016 at 10:16 PM

Erik Strid will head the new company and execute under a new brand and plan after what he calls a decade of pseudo independence.

Schwab wins $350-million Philly RIA from Wells Fargo Profit-Formula program with Dynasty Financial's help

The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch

February 20, 2014 at 8:02 PM

Roger Hewins: We could end up with thousands of small clients.

A $2.5 billion RIA makes its mass-market bid for thousands of new clients

Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software

September 4, 2012 at 4:11 AM

Richard Smith: Callan gave me an ultimatum.

Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan

CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed

August 9, 2012 at 5:28 AM

Chad Clary (l.) and Dane Crunk channeled their West Texas clientele who run entrepreneurial businesses poised to capture the new oil boom.

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

May 8, 2012 at 6:28 AM

Michael Araiz: We realized this was more than a meet and greet.

A hungry NYC-based firm takes aim at a bigger future by signing on with Dynasty Financial Partners

Further Lane kept hearing about the vendor of vendors -- then paid a visit, and also put Black Diamond and Callan in its cart

May 4, 2012 at 2:00 AM

Tony Wood: We may be a minority owner, but we want to manage the firm and develop a business growth plan for them.

Dynasty is on the ground floor of a roll-up-like venture grabbing RIAs inside the largest accounting firms

Atlanta-based Method will parachute in to take over operational and management control of wealth managers providing advisory expertise their CPA-firm parents may lack

April 12, 2012 at 4:46 AM

Michelle Smith is looking for ways to handle growth.

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

January 20, 2012 at 5:14 AM

Ed Swenson: This is the big bang.

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

December 5, 2011 at 4:28 AM

Dick Smith: SEI’s gone through a lot of iterations and they made special considerations for us. Yet, still, you’re constrained by the standardization they employ.

Unravelling why a big, loyal SEI advisor moved its assets to Schwab

In automating wealth management, Dick Smith chose Adhesion and needed custody

September 27, 2010 at 11:49 AM

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