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Articles tagged "Bill Bancroft"


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Steve Braverman, co-CEO of Pathstone, downplayed any perception of Convergent advisors as damaged goods.

City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM

After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division

September 13, 2016 at 5:26 PM

Doug Wolford: ...That's one of the things that you can do when you put in place a professional management structure, which we're doing in the next five years.

With Convergent experiencing advisor exodus, City National takes greater control of the RIA

Doug Wolford gets a vote of confidence from his City National-controlled board of directors and he references a new five-year plan of creating a 'professional management structure'

December 6, 2014 at 10:53 PM

Tony Hallada: They'll be far beyond in two years where they are today.

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

September 10, 2014 at 1:41 PM

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