Articles tagged "David Selig"
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With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest
Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability
October 30, 2012 at 5:27 PM
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
On its march to $50 billion, Mariner finds its groove buying RIAs connected to accounting firms
First it was CBIZ, now Orizon Investment Counsel, and Marty Bicknell doesn't plan to stop there as he notes accounting firms want to get back to their core business
July 12, 2012 at 4:48 AM
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
Why a pair of Zero Alpha RIAs are combining and out-and-out avoiding roll-ups and private-equity money
Savant Capital and Monitor Group will have a combined $2.7 billion of AUM and hot prospects for gobbling up more firms
April 25, 2012 at 2:58 PM
Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank
CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company
February 2, 2012 at 4:34 PM
RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees
Panelists discuss pitfalls to avoid if you're thinking of selling your RIA
November 7, 2011 at 3:10 AM
Schwab redefines RIAs in its M&A study but experts say further refinement is needed
Registered Investment Advisors have $50 million of AUM and serve HNW investors
August 18, 2011 at 4:33 AM
LPL lures a TD Ameritrade talent across the San Diego street
Mike Watson will bring his practice-management expertise to 1,400 LPL reps
August 5, 2011 at 1:09 PM
Why Advent and Black Diamond are merging and how advisors look at the deal
The rival software makers hit it off after their top execs had a February phone call
May 13, 2011 at 2:27 PM
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
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
United Capital scoops up a $1.6 billion wealth manager from M&T
Quick, efficient deal, aided by top investment banker, may be the blueprint for growth-by-chunks for California aggregator
January 13, 2011 at 2:20 PM
Two big RIAs will merge to form an East Coast powerhouse
Back Bay Financial and Modera Wealth Management straddle Boston and New Jersey with assets nearing $1 billion
December 1, 2010 at 5:05 AM
Advisors in the airport shuttle make suggestions for taking the MarketCounsel Member Summit to the next level
RIABiz stumbles on a final moveable breakout session where unedited opinions flew fast and hard
