Articles tagged "Atherton Lane Advisers"


HeadlinePublish date

Silicon Valley $300-million RIA strikes back at $30-trillion BNY Mellon with act of counter-intimidation

Lyell Wealth's response in the Atherton Lane case discloses dirty laundry list of allegations including blatant cross-selling, bullying ex-Atherton advisors out the door and retaliation against clients considering following them

August 10, 2017 — 4:23 PM UTC

After BNY Mellon buys $2.7-billion Silicon Valley RIA, it files suit against four former staffers who file swift-uppercut countersuit

Four former Atherton Lane advisors form Lyell Wealth Management and say they never promised anything to their employer's acquirng mega-bank

September 27, 2016 — 8:07 PM UTC

Why a $2.8 billion RIA spun away from a Canadian bank despite a 'really good relationship' spanning 13 years

Sullivan Bruyette Speros & Blayney principals want to ramp up growth but BMO Harris banker body language said: Not so fast

April 26, 2016 — 8:33 PM UTC

What about the 49ers, Palo Alto experiment and China led a $2.7 billion RIA to sell out, brand and all, to BNY Mellon

BNY Mellon ends up buying RIA -- and paying an extraction fee to Schwab -- after building nearby Palo Alto 6,800-square-ft. branch

February 10, 2016 — 7:40 PM UTC
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