Articles tagged "ECHELON"
Why the PE that helped take LPL public now controls Edelman Financial and plans to invest more heavily
Hellman & Friedman has assumed lead-player status from Lee Equity Partners, the latest move in key-man Ric Edelman's uphill quest to make himself obsolete
October 12, 2015 at 11:26 PM
INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades
Mark Tibergien delivered a personal challenge to advisors at the overflowing South Florida Pershing confab as INSITE announces plans to shift ground in '15
June 9, 2014 at 3:45 AM
Tub-thumping debate between Tibergien and Seivert ignites Deal Makers Summit in NYC and helps RIA succession medicine go down
With some seeing RIA M&A as an oxymoron, this Summit was transparent about its own sand in the gears
May 6, 2014 at 4:24 AM
What the Cetera takeover means and why the non-RIA, product-through-the-pipe direction in the hands of a hard-hitter is an eyebrow raiser
Nicholas S. Schorsch may not let open-architecture niceties stand in the way of REIT sales
January 17, 2014 at 8:41 PM
Charles Goldman becomes board chairman for Genworth Financial Wealth Management after playing a mastermind role in its purchase by private-equity buyers
The Advizent co-founder and former Fidelity and Schwab RIA chief sees potential to jumpstart the $20-billion TAMP after its two-year slump
October 7, 2013 at 11:47 AM
What 'historic' deal James Gorman really closed by paying Citigroup to release its tentacles from Smith Barney?
The implicit mission of Morgan Stanley in hiring the ex-Merrill Lynch brokerage chief was to switch market positions with Merrill -- and perhaps thats just happened?
June 24, 2013 at 6:02 PM
Genworth's TAMP is bought up by two private-equity firms for $412 million
After a long spell on the block, Aquiline Capital and Genstar Capital coughed up the cash to buy the roll-up of Altegris, AssetMark and Centurion