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With shares at $432, the Santa Clara, Calif., financial phenom will make wealth management part of its rich trove of channels -- using house money from recent share gains and having ready-made clients for the newly acquired wealth managers
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
Margaret Towle broke the HighTower mold somewhat for having an RIA, not coming from a wirehouse, and serving only 10 clients
The roll-up spun out Davidson Trust and its $1 billion of AUM to Bryn Mawr Trust, which largely unwinds Boston Private's aggressive buying spree from last decade,
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