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Articles tagged "Elizabeth Ostrander"


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James Maher: From a conflict standpoint, it was very awkward.

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

Elizabeth Ostrander: Now PE firms are sitting on piles of cash raised in ’06-’08 that they must invest soon or return to their investors

RIAs can turn stockpiled private equity cash to clients' advantage and into AUM

Clients who grimace at selling their business or standing pat may love a rising new option

July 29, 2011 at 2:16 PM

Elizabeth Ostrander:  We recently spoke with an advisor who was the last to know that his client’s $50 million business was being sold.

Five reasons for RIAs to think more like Goldman Sachs about businesses owned by clients

The majority of the baby boomers’ wealth is held in the form of privately owned companies and monetizing them is an opportunity

May 23, 2011 at 1:39 PM

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