Aug 5, 2011
LPL lures a TD Ameritrade talent across the San Diego street
Mike Watson will bring his practice-management expertise to 1,400 LPL reps
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Advice Dynamics Partners
30 articles
Articles tagged "Advice Dynamics Partners"
Page 2 of 2May 4, 2011
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
Feb 2, 2011
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
Jan 13, 2011
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
Dec 1, 2010
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
Nov 10, 2010
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
Sep 17, 2010
Fidelity steps up M&A efforts as RIAs step up the pressure for answers
Deal-related consulting fits a core strategic objective -- RIA growth
Sep 3, 2010
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
Jul 26, 2010
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
Jul 13, 2010
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
Jun 7, 2010
Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor
Apr 9, 2010
M&A market for RIAs sprints to record start in 2010
Deals are mostly smaller thus far but activity behind the scenes is intense
Apr 5, 2010
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
Mar 23, 2010
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