News, Vision & Voice for the Advisory Community

Tag

Brookstone Capital Management

5 articles

Articles tagged "Brookstone Capital Management"

Dean Zayed: This is the first big deal we're doing under the AmeriLife banner ... [and] there's no other opportunity as special as this is given the like-mindedness of the two companies.

Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined

The Boston-based private equity giant, famed for Hightower purchase, is now a leader in what appears to be an emerging insurance TAMP game.

Read more →

Dean Zayed: 'I’ve got lots of skin in the game. This isn’t an exit strategy.'.

AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of the same briefcase

The Clearwater, Fla. insurance marketer bought Brookstone Capital Management with faith that insurance agents can moonlight as part-time RIAs

Read more →

Marie Swift: There has never been a time in recent history when so many prospects are looking for a new advisor.

Eavesdropping on the MoneyShow: The great debate between MPT and technical analysis

Plus, three marketing ideas that actually work and the academic case for alternative assets

Read more →

RIABiz Directory

The Industry Sourcebook for RIAs

| LISTING

Add Your Listing

RIABiz Directory
sponsored by

White Paper Postings

Common Tags

Recent Articles

Popular Writers