Articles tagged "Silver Lane Advisors"


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Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on

San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

October 27, 2015 — 8:13 PM UTC

Covestor becomes latest robo site to sell out and become a bauble on bigger chain

Interactive brokers buys the New York-based SMA-robo that has struggled to gain assets

April 24, 2015 — 7:30 PM UTC

How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million

Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada

September 5, 2013 — 3:37 AM UTC

Enter the deal makers: RIA M&A firms are hiring furiously -- even without a deal boom

Silver Lane, DeVoe & Co. and Gladstone are among the companies buying desks and seeking more resumes

March 25, 2013 — 3:59 AM UTC

Former U.S. Trust CEO leads his RIA to the $4.5 billion mark -- and gains a Left Coast presence -- acquiring $645 million Mt. Eden

Evercore Wealth Management is buying a firm that was on the prowl to gain scale through a purchase, then went the other way

November 9, 2012 — 3:17 AM UTC

LPL makes big advance into the RIA business with Fortigent acquisition

The kingpin of product-based mass affluent advice now has a major beachhead with high-net-worth investors

January 3, 2012 — 8:34 PM UTC
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