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Articles tagged "Fiera"


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Todd Morgan: I think this is the first one we could really hit our dreams and make it work.

Todd Morgan thinks third time will be the charm, as Hightower, in its biggest deal yet, scoops up his Hollywood RIA at a Ventura price, with earnouts to be determined

After State Street and Montreal's Fiera paid $217 million and $125 million respectively, the Chicago-based rollup gets a relative bargain

January 12, 2021 at 6:25 AM

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

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