Articles tagged "Dan Inveen"
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Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper
Rigorous due diligence and good will count for a lot -- but not everything, as two ultimately mismatched RIAs were surprised to discover
July 16, 2012 at 3:33 PM
Dynasty Financial Partners launches a branding and marketing subsidiary peopled by ex-Citi execs
The New York-based virtual corner office provider now has wirehouse talent at virtually every level -- from advisors to PR folks to CEO
June 28, 2012 at 5:07 PM
Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
May 31, 2012 at 5:45 AM
An $18-billion RIA tacks on a $24-billion U.S. Trust cast-off as the grab for UHNW magnets continues
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
May 3, 2012 at 5:21 AM
Dynasty is on the ground floor of a roll-up-like venture grabbing RIAs inside the largest accounting firms
Atlanta-based Method will parachute in to take over operational and management control of wealth managers providing advisory expertise their CPA-firm parents may lack
April 12, 2012 at 4:46 AM
Myles Pritchard thought it was better in the Bahamas and Merrill Lynch didn't -- so he left for life with CONCERT Wealth Management
With half of his clients offshore, the LA advisor grew disenchanted with Merrill's lack of appetite for international business
April 6, 2012 at 5:12 AM
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
March 21, 2012 at 5:42 AM
Where Boston Private Financial stands after selling one of its last original acquisitions for $10.5 million
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,
February 9, 2012 at 4:17 PM
Competing studies from FA Insight and IN/Moss Adams agree on one thing: RIAs face a picked-over market of client prospects
Slow growth is getting slower, firms are adding an employee and costs of RIA help are skyrocketing
October 14, 2011 at 5:01 AM
CONCERT Wealth Management nabbed 12 wirehouse teams in the last 12 months and this wirehouse-lite is just getting started
The San Jose-based firm targets advisors with as little as $100 million and it doubled in size in the last year
September 27, 2011 at 4:32 AM
Slashing fees to clients in tough times won't help your business, study says
PriceMetrix survey covering advsiors with $900 billion AUM shows clients are mostly attuned to trustworthiness, not basis points
September 20, 2011 at 3:41 AM
Four news items for RIAs
Banks buy RIAs again; UHNW go nuts for iPads; the CFP Board gets much tougher; a big IBD gets a new president
August 26, 2011 at 5:13 AM
M&A market reaching a new normal based on RIA-driven deals, say competing reports from Pershing, Schwab
Schwab data contradicts the report on the surface but also shows fewer big, traditional deals
May 4, 2011 at 3:08 PM
Pershing study: Why the IBD talent market is headed for trouble and what might reverse the trend
As broker-dealers lose reps, they all have the same strategy for replacement: poaching each other
March 1, 2011 at 6:12 AM
The RIABiz list of winners and losers in the wake of the SEC's fiduciary study
The race is on as laggards adapt to new vision of the future
