Articles tagged "Advice Dynamics Partners"
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LPL lures a TD Ameritrade talent across the San Diego street
Mike Watson will bring his practice-management expertise to 1,400 LPL reps
August 5, 2011 at 1:09 PM
M&A market reaching a new normal based on RIA-driven deals, say competing reports from Pershing, Schwab
Schwab data contradicts the report on the surface but also shows fewer big, traditional deals
May 4, 2011 at 3:08 PM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
United Capital scoops up a $1.6 billion wealth manager from M&T
Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator
January 13, 2011 at 2:20 PM
Two big RIAs will merge to form an East Coast powerhouse
Back Bay Financial and Modera Wealth Management straddle Boston and New Jersey with assets nearing $1 billion
December 1, 2010 at 5:05 AM
RIA M&A activity sizzles toward a record number of deals in 2010
Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data
November 10, 2010 at 5:25 AM
Fidelity steps up M&A efforts as RIAs step up the pressure for answers
Deal-related consulting fits a core strategic objective -- RIA growth
September 17, 2010 at 3:06 AM
Jefferies & Co. deletes the Putnam Lovell brand but three former bankers are betting on an M&A resurgence in wealth management
The investment banking brand was preeminent until it got purchased and the M&A market tanked
September 3, 2010 at 2:18 PM
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
July 26, 2010 at 3:33 AM
Two Silicon Valley RIAs marry their practices to lay the groundwork for succession
The merger key was that Kevin Tanner wanted John Dolan and not just his book of business
July 13, 2010 at 6:55 AM
Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor
June 7, 2010 at 5:23 AM
M&A market for RIAs sprints to record start in 2010
Deals are mostly smaller thus far but activity behind the scenes is intense
April 9, 2010 at 6:27 AM
Sanders Morris Harris Group, serious competitor to the big roll-ups, launches bid from Texas
Led by former head of Prudential-Bache Securities, company has at least $15 million to spend on big RIAs and breakaways
April 5, 2010 at 4:09 AM
Part II: The things 11 through 20 that show the RIA market is really heating up in 2010
Everything from New York Times recognition to accelerating executive hires suggest the RIA realm is getting hot
