Articles tagged "aggregators"


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A roll-up exec talks about owning a roll-up and calls out his fellow entrepreneurs to focus on genuine distinctions

There are private-equity backed consolidators and RIA aggregators, and subspecies of each of those, but we can call them all roll-ups

November 13, 2012 — 4:32 AM UTC

National Financial Partners buys longtime partner Fusion signaling a shift away from the 'roll-up' model

The New York-based agglomeration of financial businesses is looking to inject higher levels of intelligence, best practices and culture by bringing the services of Fusion in-house

July 18, 2012 — 4:01 AM UTC

Three telling conversations about where the RIA business is headed

In which RIABiz editor Brooke Southall talks with a recent widow in search of an advisor, the recruiting director of HighTower and the CEO of Focus Financial and gains a snapshot of the RIA arena, circa summer 2011

July 14, 2011 — 2:22 PM UTC
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