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Articles tagged "ECHELON Partners"


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Rumors of the Boston-based IBD's acquisition by E*Trade could send LPL stock on a wild ride.

This time LPL share jump is traced to E*Trade

Critically late to the advice game and at loose ends after TD-Scottrade union, the New York-based discount broker has a lean and hungry look, according to Dealreporter

November 2, 2016 at 4:29 PM

Dan Seivert: While past years consisted mostly of RIAs, this year we expanded the content to attract a broader set of participants and executives.

Coming RIA custody fees and a new recruiting war catch the attention of deal hounds in Manhattan

At ECHELON event at NYAC, action items aplenty assaulted attendees -- especially with Apr. 30 looming

October 21, 2016 at 9:49 PM

Doug Flynn: New management brings in its own coaches.

LPL Financial share price tumbles to pre-hostile bid levels in atmosphere of eerie calm

LPL reps shrug their shoulders over a possible sale and investors seem in no hurry to buy but experts say the B-D has what PE loves -- lousy growth but terrific cash flow

October 21, 2016 at 6:57 PM

Kirt Walker: This little DOL thing came along and it wasn't the primary reason for doing this, but it was about the RIA and fee-based world.

Nationwide buys Jefferson National under purported DOL duress but 'good private equity' and good planning may rule the day

The big Columbus, Ohio national insurer can certainly use a fiduciary annuity -- if there is such a thing -- but ROI is impetus number one

September 30, 2016 at 7:25 PM

Adam Birenbaum: Each and every partner firm that has joined Focus has gone in with eyes wide open.

Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO

RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own

August 30, 2016 at 6:57 PM

If Focus Financial has an IPO, the vultures may feast first, best.

Report: Focus Financial is preparing SEC paperwork for its initial public offering -- but is it jumping the gun?

With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges

July 7, 2015 at 3:36 PM

Jim Herbert: They align with and complement our existing wealth management capabilities.

First Republic buys an eight-year-old RIA for $115 million

The BoA spin-off gets Paul Tramontano's Constellation Wealth Advisors and its $6.1 billion of assets

June 17, 2015 at 4:12 PM

Dan Seivert says new math is needed to do credit to the number of deals going down.

Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps

At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups

October 1, 2014 at 8:19 PM

Joe Mrak: Envestnet tried to get more into our market and we're going to go right after them.

Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights

The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors

September 17, 2014 at 5:20 PM

Eric Cantor: The new model of independent banks offering conflict-free advice, in a smaller more intimate environment, was a place where I knew my skills could help clients succeed.

How the Eric Cantor hire is really all about Ken Moelis, an original Wall Street 'Wolf', and his $963-million non-classic RIA

A former Robin to Mike Milken's Batman at Drexel Burnham pays chump change by Wall Street standards to get the politician aboard

September 5, 2014 at 7:39 PM

Richard Hough: The company had a plan of going public from day one.

How a classic $16.2 billion RIA pulled off an IPO after a few speedbumps and why the decision is looking good

Shares of Silvercrest Asset Management are up about 40% and Wall Street analysts are proferring praise

July 24, 2014 at 4:44 PM

Charles Goldman: We're not going to just toss the salad.

Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

January 13, 2014 at 4:31 PM

Mark Tibergien debated Dan Seivert at his LA event, then posed for a picture.

Dan Seivert brings 85 RIA deal-makers to la-la land 'Buyers' Boot Camp' for sun, sand and serious discussions

The ECHELON Partners chief exec fenced with Mark Tibergien, put a microscope on roll-ups and took M&A to a 404-level course

October 4, 2013 at 7:52 PM

Todd Morgan: It wasn't our fault it didn't work out the first time. We would have preferred to stay.

How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million

Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada

September 5, 2013 at 3:37 AM

Robert Belke: The company wasn't for sale ... We were really just getting started.

Why exactly Lovell Minnick sold First Allied about five years ahead of plan

RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling

June 13, 2013 at 5:31 AM

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