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Articles tagged "FallLine Strategic Advisors"


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John Straus: Other broker-dealers are not experienced in dealing with a wealthy complex client.

Raymond James looks to extend its RIA roll-up success with FallLine deal that gets John Straus off the startup schneid

The St. Petersburg, Fla.-based broker-dealer connected with Steward and this time it gets play at making gains in two weak areas -- serving RIAs and ultra high net worth investors

July 13, 2017 at 9:04 PM

Rich Gill is bringing his analytical and personal skills to AMG's effort to replicate its asset mangement success on the RIA side.

Why AMG's poach of Rich Gill could be the missing ingredient for its V-8 roll-up engine

Loaded with cash, experience and $11.5 billion of market cap, the North Shore asset manager just downloaded the RIA roll-up app in hiring the Focus Financial veteran

July 22, 2014 at 6:48 PM

Robert Clarfeld: It's a minority investment with revenues-sharing and they have no control over expenses.

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY

Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up

August 20, 2013 at 3:18 AM

John Stuart: We're replicating the wirehouse portal.

One RIA's bid to make the technology that makes it possible to use one password

Beverly Hills Wealth Management wants to eliminate the downside of open architecture

May 29, 2013 at 4:23 AM

Maury Fertig: When it came to their personal investments, they were bad as everyone else.

How a Chicago RIA grew to more than $700 million by carving out a client niche of wirehouse execs

Two Salomon Brothers alums gained the trust of masters of the universe who have seen how the sausage is made yet still make rookie investing blunders

January 23, 2013 at 3:50 AM

Veritable LP will find plenty of wealth in San Francisco and no clear path to winning it.

$10-billion Philly-area RIA dips a toe in Bay Area waters causing ripples among local firms

Moving into San Francisco almost on the QT, AMG-owned Veritable confirms its first national foray -- but declines to disclose its address

November 1, 2012 at 6:09 PM

Steven Stahlberg: I think we have a great stage to build something.

Three RIA items of interest

BHWM hires Morgan Stanley, RW Baird vet; FallLine brings on third partner to focus on tech; preliminary injunction filed against Matthew Hutcheson

June 19, 2012 at 4:00 AM

John Copeland: We've been having a number of terrific conversations articulating our growth proposition to independent advisory firms.

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

March 21, 2012 at 5:42 AM

John Straus: They'd say 'what we'd really like is to pick your brain.'

Former Morgan Stanley and UBS wealth management chief flirts with roll-up model then pivots to management consulting

John Straus knew there was a market for his expertise, but a funny thing happened on the way to becoming an aggregator

March 20, 2012 at 4:14 AM

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