RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Dean Zayed"


Headline

Publish date


Dean Zayed: This is the first big deal we're doing under the AmeriLife banner ... [and] there's no other opportunity as special as this is given the like-mindedness of the two companies.

Thomas H. Lee gets second bite at an advice roll-up in backing Brookstone's buy of Jason Wenk's $3-billion TAMP -- with Altruist tie-in to be determined

The Boston-based private equity giant, famed for Hightower purchase, is now a leader in what appears to be an emerging insurance TAMP game.

July 16, 2020 at 4:03 AM

Dean Zayed: 'I’ve got lots of skin in the game. This isn’t an exit strategy.'.

AmeriLife just bought a $2.7-billion TAMP based on growing belief pre-packaged RIA services and commission-sold insurance can be sold out of the same briefcase

The Clearwater, Fla. insurance marketer bought Brookstone Capital Management with faith that insurance agents can moonlight as part-time RIAs

August 22, 2019 at 5:52 PM

Dean Zayed:  We can be picky.

RIA TAMP for insurance agents hits a quick $700 million AUM then opts for Orion software

With 50% annual growth and 215 IARs, Brookstone made the switch from Albridge

August 2, 2013 at 3:27 AM

Marie Swift: There has never been a time in recent history when so many prospects are looking for a new advisor.

Eavesdropping on the MoneyShow: The great debate between MPT and technical analysis

Plus, three marketing ideas that actually work and the academic case for alternative assets

November 24, 2010 at 4:53 AM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo