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Articles tagged "David Selig"


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Valerie Newell is young, ambitious and happy to hand off some headaches to Marty Bicknell. She says: We want to continue to do what we've done.

With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest

Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability

October 30, 2012 at 5:27 PM

Rebecca Pomering: Sometimes, you've got to paint the wall green to know that you don't like that shade.

Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper

Rigorous due diligence and good will count for a lot -- but not everything, as two ultimately mismatched RIAs were surprised to discover

July 16, 2012 at 3:33 PM

Marty Bicknell: It's not a coincidence at all.

On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms

First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business

July 12, 2012 at 4:48 AM

Michael Nathanson promised deals -- and quickly delivered.

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 at 5:45 AM

"We don't have to work with aggregators," says Tom Muldowney, pictured here (l-r) with Glenn Kautt and Brent Brodeski, Dick Bennett, Tom Muldowney

Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money

Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms

April 25, 2012 at 2:58 PM

Marty Bicknell: There will absolutely be more deals [this year].

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank

CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

February 2, 2012 at 4:34 PM

David Selig: I’ve had numerous confidential conversations with other large RIAs who are considering buying themselves back from holding companies.

RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees

Panelists discuss pitfalls to avoid if you're thinking of selling your RIA

November 7, 2011 at 3:10 AM

David DeVoe: The new methodology ... removes institutional RIAs, such as hedge funds, mutual funds and separate account managers

Schwab redefines RIAs in its M&A study but experts say further refinement is needed

Registered Investment Advisors have $50 million of AUM and serve HNW investors

August 18, 2011 at 4:33 AM

Watson is expected to help achieve the company's goal of establishing increased personal contact with advisors

LPL lures a TD Ameritrade talent across the San Diego street

Mike Watson will bring his practice-management expertise to 1,400 LPL reps

August 5, 2011 at 1:09 PM

Peter Hess: Black Diamond had emerged as the pre-eminent player in [the RIA] space.

Why Advent and Black Diamond are merging and how advisors look at the deal

The rival software makers hit it off after their top execs had a February phone call

May 13, 2011 at 2:27 PM

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

May 4, 2011 at 3:08 PM

Dan Seivert: RIAs were competing with wirehouse brokers but now they’re competing against super RIAs and they’re feeling a little insecure.

Record year for RIA M&A after giant fourth quarter, Schwab study says

Buyers and sellers both have stronger motivations

February 2, 2011 at 6:07 AM

Darlene DeRemer: The bank wasn’t looking to sell per se, but they were open to looking at ideas.

United Capital scoops up a $1.6 billion wealth manager from M&T

Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator

January 13, 2011 at 2:20 PM

Tom Orecchio: We wanted to get divorced before we got married.

Two big RIAs will merge to form an East Coast powerhouse

Back Bay Financial and Modera Wealth Management straddle Boston and New Jersey with assets nearing $1 billion

December 1, 2010 at 5:05 AM

David Selig: I felt like I had more meaningful conversations with industry luminaries and other well-connected people than at any event in recent memory.

Advisors in the airport shuttle make suggestions for taking the MarketCounsel Member Summit to the next level

RIABiz stumbles on a final moveable breakout session where unedited opinions flew fast and hard

November 23, 2010 at 5:24 AM

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