Articles tagged "First Allied"


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Adam Antoniades names Matt McGinness as his replacement as CEO of First Allied's $4-billion RIA-TAMP to launch new business line

Long an RIA researcher at Cerulli and LPL, McGinness makes a big leap to turn the company's internal corporate RIA into an outward-facing TAMP

March 11, 2014 — 1:23 AM UTC

Nicholas Schorsch explains why buying Cetera makes him a white-hat magnate in a black-hat world

The RCS chairman says the whole purpose of buying IBDs is to diversify away from product sales

February 4, 2014 — 3:00 PM UTC

What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser

Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales

January 17, 2014 — 8:41 PM UTC

The 19 ways private equity has juiced up the RIA business and how it's working out

RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

January 2, 2013 — 5:40 PM UTC

Lovell Minnick jumps into the roll-up game with the purchase of $2-billion wealth manager -- and a plan

Starting with Kanaly Trust, the Philly area private-equity firm plans to pick off sleepy, undersized trust companies and unleash their potential

October 10, 2012 — 3:39 AM UTC

Why exactly private equity firms are dumping money into IBDs at a time when many are going bust

Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios

September 2, 2011 — 1:51 AM UTC

Private equity firm acquires First Allied

Lovell Minnick buys the San Diego IBD from Advanced Equities

August 22, 2011 — 2:56 PM UTC

First Allied builds a bridge to potential Securities America defectors

San Diego IBD hires a talent in the Northeast from the embattled Omaha-based IBD

April 13, 2011 — 2:54 PM UTC

First Allied pushes the advisory envelope with hire of LPL executive

Yanni Bousnakis will help Matt McGinness fashion a way for advisors to manage on a discretionary basis at the IBD

March 31, 2011 — 2:14 PM UTC

First Allied, LPL aim to sell customized 401(k) plans for the small business market

Adam Antoniades sees 'giant asset-gathering mechanism' building from investments in ERISA talent

December 15, 2010 — 2:53 PM UTC