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38 articles
With Hurley now characterized as expendable, the New York bank makes Karl Heckenberg chief-in-waiting and Harold Evensky expresses 'reservations' about Emigrant Bank power play
Founder Joe Piazza is still a director and his new chief, Ren Riley, says a pending deal means the San Francisco-based RIA is 'not dead' yet
Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms
PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees
The Charlotte, N.C.-based lending giant bagged the Wall Street beast in 2009 when the price was right -- now it's cutting off its traditional food supply
RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own
A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity
In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight
Element Pointe Advisors seek to ease HNW and UHNW client angst by watching their held-away assets
Raymond James could get the hallowed brand and 200 advisors with $50 billion in advised assets for a nominal price but it'll also be pumping Deutsche products through the AB unit
The take-my-brokers-please deal has skeptics but shows forethought, too
The letter to shareholders by Wall Street's sultan shows uncharacteristic humility but some analysts question the missive's sincerity
After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet
Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software
The insurer's cash is the good news but some see it as tainted money
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