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Articles tagged "Lightyear Capital"


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Dan Arnold:  An unauthorized user appears to have gained access to personally identifiable information. The incident, which is under investigation, impacted several of the vendor’s [Capital Forensics] customers, including LPL ... We deeply regret this unfortunate security incident.

Oisin's Bits: LPL hacked through Capital Forensics' breach, leaks personal info, account numbers; Victory Capital's shares spiral higher on USAA buy; Kore Alliance goes to teaching UHNW kids thrift; Lightyear Capital’s mini roll-up keeps buying, nearing $10 billion target

The year-old non-profit groups 50 ultra-high-net-worth family offices into the Kore Alliance; and the Lightyear Capital-owned roll-up Wealth Enhancement Group makes its third acquisition this year bringing it closer to a $10 billion client assets target.

November 9, 2018 at 7:46 PM

Valerie Brown: We serve a lot of RIAs and we want to make sure they stay here and thrive.

Why Valerie Brown is doing 19-whistlestop tour with her new CEO to sell -- ironically -- deep price cuts and a TAMP-for-millennials

The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers

January 11, 2017 at 2:26 AM

Valerie Brown: AIG products don't and won't get special treatment.

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly

The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

January 26, 2016 at 8:47 PM

Valerie Brown was Donald Marron's ace in making a silk purse out of a Cetera.

Sources: Lightyear Capital is set to snap up AIG -- and perhaps install Valerie Brown as its leader

Heads of SagePoint, FSC, Royal Alliance and Woodbury are in New York, perhaps hashing out details of their new life under Donald Marron's private equity unit

December 16, 2015 at 2:28 AM

Valerie Brown says that the deal cements Cetera's message about scale and diverse capabilities.

What the Cetera-Genworth IBD deal says about where these companies are headed

Cetera starts looking more like an IPO candidate and Genworth shucks a distraction from its asset-magnet TAMP

January 12, 2012 at 5:01 AM

Jay Quinn will help Barnaby Grist to make Cetera's broker-dealers better for hybrid RIAs

Jay Quinn joins Cetera subsidiary to help Barnaby Grist pave way for more hybrid RIAs

Two ex-Schwab executives unite in Los Angeles to upgrade old ING platform

February 24, 2010 at 7:34 AM

Barnaby Grist helped develop sales and business development strategies for Schwab

Barnaby Grist is leaving Schwab and Jon Beatty is stepping up

The prominent Schwab executive goes for a new opportunity in Los Angeles

February 5, 2010 at 4:47 AM

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