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Articles tagged "Jim Herbert"


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Jim Herbert: They align with and complement our existing wealth management capabilities.

First Republic buys an eight-year-old RIA for $115 million

The BoA spin-off gets Paul Tramontano's Constellation Wealth Advisors and its $6.1 billion of assets

June 17, 2015 at 4:12 PM

Jim Herbert: The answer is yes, a little bit.

The hornet's nest that a $25.9-billion AUM RIA owner stepped on and how much it cost

Ex-Merrill Lynch-owned First Republic and buyer of Luminous Capital underestimated the burdens of Dodd-Frank -- and the tolerance of Wall Street analysts

July 17, 2014 at 6:21 PM

Mike Norton: They need new sources of revenue -- especially recurring revenue.

Bankers show muted confidence in competing with RIAs, Fidelity study shows

The projections from the most optimistic set of bankers predicts sub-5% growth annually, even on steep part of growth curve

March 6, 2014 at 9:32 PM

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