News, Vision & Voice for the Advisory Community


Why exactly Lovell Minnick sold First Allied about five years ahead of plan

RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling

Author Brooke Southall June 13, 2013 at 5:31 AM
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Robert Belke: The company wasn't for sale ... We were really just getting started.

Lovell Minnick


Daniel Seivert


Robert Belke


Nicholas Schorsch



June 26, 2014 — 11:00 AM

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June 26, 2014 — 12:25 PM

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May 1, 2024 at 3:02 AM

Goldman Sachs-Creative Planning deal is bleeding defectors -- 16 more last week, report says -- auguring a 'potential disaster,' analysts warn

Dozens of former 'United Capital' advisors are fleeing at once, but Peter Mallouk is still battling to keep them, and Goldman Sachs may play legal hardball, sources say.

October 4, 2023 at 2:16 AM

Dan Seivert's ripping success in RIA M&A deals has odd side effect of having some sidearm staff leave for new vistas

Carolyn Armitage and Mark Bruno left to mutual benefit, while Echelon Partners roars on, feeding the beast of deal-crazed RIA buyers and sellers.

July 20, 2021 at 1:17 AM

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