Aug 23, 2013
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
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Banyan
4 articles
Articles tagged "Banyan"
Jun 25, 2013
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.
Jan 25, 2013
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
Jan 25, 2011
In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size
More deals involving IBD advisors on the horizon as shift to fees makes combinations possible
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