Jun 17, 2015
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
Person
Jim Herbert
3 articles
Articles tagged "Jim Herbert"
Jul 17, 2014
The hornet's nest that a $25.9-billion AUM RIA owner stepped on and how much it cost
Ex-Merrill Lynch-owned First Republic and buyer of Luminous Capital underestimated the burdens of Dodd-Frank -- and the tolerance of Wall Street analysts
Mar 6, 2014
Bankers show muted confidence in competing with RIAs, Fidelity study shows
The projections from the most optimistic set of bankers predicts sub-5% growth annually, even on steep part of growth curve
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