Articles tagged "Dan Seivert"
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Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones
August 15, 2011 at 5:49 AM
Focus Financial pivots to breakaway strategy with Fidelity recruit
Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains
May 9, 2011 at 2:40 PM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
10 reasons why LPL Financial could pull off a hot IPO in a cold market
The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing
November 17, 2010 at 12:26 AM
A look inside Schwab's big deal with a small asset manager
Windward sold for a big premium but Schwab may be the bigger winner
November 12, 2010 at 5:51 AM
What to make of LPL nearing a successful -- but scaled back -- IPO
It made concessions on price but gaining a public valuation may be mission accomplished for now
November 5, 2010 at 5:04 AM
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
July 26, 2010 at 3:33 AM
What to make of Mark Hurley's latest prophesy that most RIA firms will go out with a whimper
The Fiduciary Network principal sees minimal enterprise value -- and little will to build it -- among 19,000 wealth management firms
June 15, 2010 at 5:19 AM
Consolidation pushes a veteran of Wachovia, U.S. Trust, National City into the RIA space
Trendspotters see increase in bank breakaways as wealth management divisions consolidate
February 16, 2010 at 5:53 AM
Bibliowicz's turnaround plan for National Financial Partners includes rolling up RIAs
Publicly traded consolidator sees RIAs deals as a promising avenue of growth and stable earnings
February 11, 2010 at 6:47 AM
[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal
Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world
January 20, 2010 at 6:10 AM
8 major points to understand about the M&A market at the start of 2010
Market conditions are yielding great opportunities for some savvy buyers and sellers
January 6, 2010 at 5:40 AM
Banks are hungry to buy RIAs again
The same pressures for growth and non-interest income have them shopping, albeit more cautiously
December 14, 2009 at 5:59 AM
Beware the time goblins in M&A deals
Ask these eight questions before shopping for advisory practices
