Articles tagged "Dan Silver"


HeadlinePublish date

With beginnings harking back to E*Trade's RIA roll-up liquidation, two Boston-adjacent RIAs of a certain age join to create a $4.7 billion firm

Downplaying succession ghosts, the Mark Hurley-funded combo of Adviser Investments and Braver Wealth Management is equal parts M&A wizardry and product of a local soda fountain meet-up

March 1, 2017 — 6:14 PM UTC

Fidelity gives its execs a one-day crash course in RIA practice management

As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

October 31, 2011 — 12:37 AM UTC

E*TRADE unwinds its RIA roll-up, and a giant RIA rises in the Boston burbs

Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time

March 21, 2011 — 2:53 PM UTC
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