Articles tagged "Dean Zayed"
Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined
The Boston-based private equity giant, famed for Hightower purchase, is now a leader in what appears to be an emerging insurance TAMP game.
July 16, 2020 at 4:03 AM
AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of the same briefcase
The Clearwater, Fla. insurance marketer bought Brookstone Capital Management with faith that insurance agents can moonlight as part-time RIAs
August 22, 2019 at 5:52 PM
RIA TAMP for insurance agents hits a quick $700 million AUM then opts for Orion software
With 50% annual growth and 215 IARs, Brookstone made the switch from Albridge
August 2, 2013 at 3:27 AM
Eavesdropping on the MoneyShow: The great debate between MPT and technical analysis
Plus, three marketing ideas that actually work and the academic case for alternative assets