Articles tagged "Adam Bold"


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What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here

After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes

April 5, 2016 — 3:58 AM UTC

Hitting a robo wall, Financial Engines buys The Mutual Fund Store for $560 million to bust out of 401(k) confines

The Sunnyvale, Calif.-based robo colossus needed human advisors, and the radio RIA liked having a non-radio source of new clients

November 5, 2015 — 11:15 PM UTC

Alleging gambling habits, SEC concerns and steady AUM declines, The Mutual Fund Store is offering $5.5 million to Jeff Roper to sell and walk away

What Adam Bold wants, he says, is to force a settlement to keep the reputational fire from spreading out of control

November 14, 2013 — 8:39 PM UTC

The Mutual Fund Store sues its own mega-franchisee to force sale of three stores

Franchisee Jeff Roper says he's good on the price and terms but still not comfortable about the 'hundreds of pages' accompanying the term sheet

November 5, 2013 — 12:14 AM UTC

The 19 ways private equity has juiced up the RIA business and how it's working out

RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

January 2, 2013 — 5:40 PM UTC

How a $1 billion Atlanta RIA is getting fellow RIAs to funnel it their small-ticket clients

Wela nabbed $40 million right off the bat from its parent, Capital Investment Advisors LLC, and has Schwab veteran Paul Scudellari to ensure that assets are soon measured in billions

October 4, 2012 — 4:23 AM UTC

Fidelity launches major division in Denver with an 'ETF quarterback' calling the shots

The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded

September 17, 2012 — 4:56 AM UTC

Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin

Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer

April 17, 2012 — 3:49 AM UTC

Unfazed by declining assets, VC-backed Covestor has another go with a new CEO and some concessions to the old-fashioned machinery of investment advice

The good news is that it has 400 clients -- up from 150 a year ago -- but can the company still be seen as primarily web-based?

March 23, 2012 — 4:25 AM UTC

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 — 4:18 AM UTC