Articles tagged "Silver Lane"


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With a reminiscent fire, Elliot Weissbluth personally leads a new charge to buy RIAs

The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices

March 18, 2016 — 4:44 AM UTC

Marty Bicknell buys a $1.1 billion RIA that serves the mass affluent, and taps credit for the first time

In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was

January 7, 2015 — 8:11 PM UTC

Convergent Wealth begins to pick up the pieces after David Zier's death

The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford

November 4, 2014 — 6:02 AM UTC

A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover

Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business

February 1, 2013 — 6:32 AM UTC

A $5.5 billion LA-based RIA is getting purchased by First Republic Bank

Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012

November 5, 2012 — 7:04 AM UTC

A $3.4-billion, TAMP-owning RIA buys Interactive Advisory Software, removing the VCs and plunking in a CEO

Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on

August 20, 2012 — 3:49 AM UTC

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 — 5:45 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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