Articles tagged "Scott Dell'Orfano"
Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow
June 24, 2020 at 2:05 AM
A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It's all settling out in a 2018 M&A & spin-off pub crawl
Boston Private lets a $9-billion RIA buy itself back to free up cash to be used to roll up more bank-minded wealth managers this time around and Peter Raimondi is back in the game
May 14, 2018 at 8:05 PM
Banyan reels in two more RIAs pushing its assets across the $4 billion line -- now comes the challenge
Peter J. Raimondi gets closer to his dream of creating a national firm with acquisitions of firms with a combined billion in AUM
August 23, 2013 at 5:14 PM
How Scott Dell'Orfano is helping to double the size of Banyan Partners just six months after leaving Fidelity
The former national RIA sales exec at Fidelity brings charisma and vision to the task of making unlikely mates of his Florida company and a whiter-gloved Silver Bridge.
June 25, 2013 at 9:51 PM
Scott Dell'Orfano lands at a $1.4 billion RIA with plans to deal its way to $10 billion
The ex-Fidelity RIA exec will oversee the spending of private-equity capital on behalf of Peter Raimondi's burgeoning RIA
January 25, 2013 at 3:24 AM
Power shift in Fidelity's RIA sales: Scott Dell'Orfano is out; Rich Policastro defects from Schwab
Bob Oros has his hands full as the Fidelity sales effort gains more of a Schwab presence and feel
December 12, 2012 at 4:30 PM
Fidelity is shopping for new head of sales after Scott Dell’Orfano is tapped for semi-secret mission
Dell'Orfano and his team are developing product services and technology the better to lure major RIAs
October 19, 2011 at 3:10 PM
Fearless Merrill Lynch team breaks away with $1 billion in broad daylight
Paul Pagnato and David Karp started their day in Washington DC and ended up in Reston, Va.
August 2, 2011 at 5:58 AM
Big advisors drive solid year for breakaway wins at Schwab, Fidelity, Pershing and TD
Aggregators drive momentum in 2011
January 27, 2011 at 2:54 PM
Fidelity weighs in with breakaway results reinforcing the big-advisor trend
Are cost-cutting wirehouses creating a farm system for top entrepreneurial teams?
July 29, 2010 at 3:47 AM
Footnote to last week's breakaway article and a look ahead to Monday's article
Breakaways: Growth rate stuck in place