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Articles tagged "Matt Cooper"


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Benjamin Halliburton: We were scrambling.

TD Ameritrade shocks RIAs most accustomed to its largesse with a letter, a contract and a tight deadline to sign

The Jersey City, N.J.-based custodian tells RIAs to accept new terms on branch referrals or be terminated from the program

April 12, 2017 at 4:08 AM

Walt Bettinger: I have bitten my lip until now.

Walt Bettinger unbites his lip and ignites a Schwab IMPACT Twitter squall and the RIA custody show goes on

Tweets connected Schwab CEO remarks to Wealthfront's chippy chief -- red meat to the de facto hometown crowd of advisors

November 16, 2015 at 7:53 PM

Tony Hallada: They'll be far beyond in two years where they are today.

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision

The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

September 10, 2014 at 1:41 PM

Gary Dorfman: We represented ourselves not as a startup but as part of one of the top institutional management companies.

How Matt Cooper is getting past the 'oh, sure' factor that came from a slow roll-out of ... the other Newport Beach roll-up

Not only are deals picking up at the $900-million Beacon Pointe Wealth Advisors but existing advisors are telling success stories that can be quantified

October 4, 2013 at 6:27 AM

Felipe Luna: We're moving beyond advisors who just need turnkey.

With LPL as its new BFF, CONCERT seeks bigger game and more RIAs

San Jose-based firm wirehouse-lite is up to $3 billion of AUA but was hitting roadblocks with some bigger candidates that it believes LPL technology and RBC big-boy services can remove

April 18, 2013 at 6:36 AM

Matt Cooper: I was aggressively criticized by the CEO of what I called a roll-up for describing his firm as a private-equity-backed consolidator/roll-up.

A roll-up exec talks about owning a roll-up and calls out his fellow entrepreneurs to focus on genuine distinctions

There are private-equity backed consolidators and RIA aggregators, and subspecies of each of those, but we can call them all roll-ups

November 13, 2012 at 4:32 AM

Charles Goldman: The number of hybrids has been tapering off and it's been tapering off for a while.
September 28, 2012 at 4:17 PM

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