Articles tagged "Fiduciary Network"


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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

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

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

Fidelity's M&A program reload looks 'game-changing' after it partners with a middleman to get Uncle Sam to guarantee RIA deals

The piece de resistance is a maverick-owned North Carolina bank with an RIA-savvy ex-Schwabbie and software that fights SBA red tape

June 20, 2013 — 5:53 AM UTC

Schwab 2013 RIA M&A data show hope but also futility

David DeVoe and Mark Hurley weigh in on just exactly what is and isn't working

May 3, 2013 — 4:38 AM UTC

Mark Hurley drops a new wealth management prognosis on the industry with a zero-sum flavor

With the best clients aging, RIA business will be shaped by how about 2,000 'tweener' firms react to fast-deteriorating business conditions

April 29, 2013 — 6:06 PM UTC

Mark Hurley's comeback to Veres: Fiduciary Network is investing millions in wealth management businesses -- it's just that few in the industry make the grade

Veres has 'concocted' a conflict-of-interest, says Hurley

April 4, 2011 — 2:35 PM 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

What to make of Mark Hurley's latest prophesy that most RIA firms will go out with a whimper

The Fiduciary Network principal sees minimal enterprise value -- and little will to build it -- among 19,000 wealth management firms

June 15, 2010 — 5:19 AM UTC