Articles tagged "Diamond Consulting"
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Focus Financial files for IPO to raise $100 million, with 'interesting' timing
Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%
May 24, 2018 at 5:15 PM
Recruiters salivate as Greg Fleming completes marriage to Rockefeller & Co. to fill 'HighTower' void but now begins the wait for a business model
The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges
March 9, 2018 at 11:03 PM
How a $500-million Commonwealth rep became a $5-billion-plus RIA in two years and where Dynasty's M&A war on roll-ups comes in
After forming his own RIA, moving assets to Schwab and partnering with Shirl Penney's firm, David Root just kept M&A-rolling into 401(k) clover
January 19, 2018 at 8:19 PM
LPL Financial's tack to roll-up mode -- complete with trash-talking its sweet terms -- may send its rep count sailing past Morgan and Merrill
CEO Dan Arnold's pivot away from seller's market in reps to buyer's market in scooping up rivals on the cheap is an experiment that could work
August 18, 2017 at 6:41 PM
Chip Roame crosses Bay to proclaim bright future for classic RIAs -- and says a certain wirehouse will go fee-only to become the largest RIA -- at Laser App event
CEO Dan Arnold's pivot away from seller's market in reps to buyer's market in scooping up rivals on the cheap is an experiment that could work
August 17, 2017 at 6:36 PM
Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankers
James Maher is forming Archford Capital Strategies as a wealth manager that needs capital galore to unlock his clients' billions in assets from illiquidity
April 2, 2013 at 6:33 AM
Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year
The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence
January 10, 2013 at 6:36 AM
JPMorgan breakaways make Page One of the New York Times after $9-billion loss puts spotlight on Dimon's bank
It's a familiar story of pushing proprietary product and advisors not going for it -- but under a sterling brand
July 9, 2012 at 5:23 AM
MarketCounsel, CFDD, T3 and Schwab vie for advisors to attend their fall conferences
As competition for RIA time and money grows, many events are catering to more defined niches
