Articles tagged "Mark Hurley"


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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 — 5:26 PM UTC

BNP Paribas -- dominator of the UHNW market in France -- taps ex-Silver Bridge chief for ultrahigh-net-worth assault on US

Through its Bank of the West subsidiary, Paribas is hiring Prostano to gun for San Francisco rival First Republic -- but questions about the state in which he left Silver Bridge remain

July 22, 2015 — 5:48 PM UTC

Mark Hurley's new report analyzes the pathology of the aging RIA and the illiquidity it exacts

The leveraged buyout specialist posits thousands of principals trapped in their practices, unable to sell, victims of psychological unpreparedness

May 14, 2015 — 4:57 PM UTC

RIAs are ready to make the 'golden hire' and more painlessly add another $1 billion of AUM

The cost of hiring a COO is pretty staggering and so are the potential rewards of solid operational control

November 11, 2014 — 10:09 PM UTC

Why Joe Duran is dead wrong on 2015 marking the end of the Golden Era of the RIA

The serial entrepeneur's column in InvestmentNews forgets that RIAs are also advancing and that the 'new competitors' carry baggage and have fatal shortcomings

September 15, 2014 — 3:27 AM UTC

How Steve Foldes merged his $600-million RIA with mentor (and former advisor) Harold Evensky creating a $1.5 billion Florida behemoth

The former sandal magnate got rich at 35, became an Evensky client, a rival and now a partner

June 19, 2014 — 4:34 PM UTC

Schwab IMPACT 2013 is another great bash but picketers and Fidelity siphoned off some precious RIA attention

Attendees were greeted by disgruntled ex-Schwab advisors chanting 'Find out how Schwab terminates' and Fidelity's RIA campaign jumped out at you on every sidewalk

November 14, 2013 — 6:32 AM UTC

Lon Morton shows how to sell to a bank and live happily ever after -- but don't try this at home

Morton Capital weathered five years of rough seas but ultimately the misfortunes of its original bank owners accrued to his benefit

October 31, 2013 — 8:23 PM UTC

With cash and grace, Brouwer & Janachowski attracts another $100 million firm by creating a never-say-retirement home for older RIAs

Using Seton Smoke deal as a template, the $1.1 billion RIA adds a firm helmed by a local 68-year-old

September 17, 2013 — 4:40 AM UTC

After more than two years of radio silence, Mark Hurley pings with a stake-taking in an under-the-radar RIA

The writer of firebrand reports describes his own company as 'boring' -- questionably -- but lately has lived up to his billing

August 23, 2013 — 5:15 PM UTC