Articles tagged "Cantor Fitzgerald"
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Cantor Fitzgerald IA CIO sends midday letter to RIAs with take that reassures on tariffs, and he assures reporter that any aligment with Howard Lutnick is coincidental
The note arrived in email boxes after the market collapsed 5% today and explains tariffs were needed and negative effects should be 'very' short in duration
April 4, 2025 at 12:57 AM
How a $500-million Commonwealth rep became a $5-billion-plus RIA in two years and where Dynasty's M&A war on roll-ups comes in
After forming his own RIA, moving assets to Schwab and partnering with Shirl Penney's firm, David Root just kept M&A-rolling into 401(k) clover
January 19, 2018 at 8:19 PM
How Neal Simon parlayed a hoity-toity family office RIA into a $5 billion serial buyer in two years by letting the whale swallow him first
The CEO of Bronfman E.L. Rothschild engineered nine roll-ins and liftouts since 2015 and, with a key Cantor Fitzgerald hire, is now turning a hungry eye on NYC
