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Flourish sees a window to contest the incumbents with 'easy button' software that lures Greg Friedman's and Adam Birenbaum's RIAs, which combine for nearly $55 billion of AUM
Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
The changing challenge of serving the ultra-affluent is demanding skills that look more like Big Four accounting than the four wirehouses
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
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