Articles tagged "John Furey"
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Lehman Bros.' binding ties and culture spur another $1B team -- that stayed at their posts as Lehman burned -- to flee Stifel-owned Barclays for RIA
Newly created Summit Trail, with a Shirl factor, allows the Lehman swagger, kinder and gentler, to reassert itself in 2015 after seven years of smoldering
October 23, 2015 at 7:10 PM
Credit Suisse punts its private banking business to Wells Fargo
The take-my-brokers-please deal has skeptics but shows forethought, too
October 21, 2015 at 12:06 AM
AMG's deal for $7-billion myCIO will give it $32 billion of AUM and its 12-billionth dollar of acquired assets in 2015
The RIA founded in 2005 made out of spare parts of E&Y and PWC needed a blue chip succession plan from the Beverly, Mass. asset management roll-up
July 20, 2015 at 10:01 PM
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
How a $1.3-billion Manhattan, Raymond James RIA won a top exec from the roll-up down the street: Focus Financial
Michael Paley comes to Klingman & Assoc. with a mandate to add billions in AUM for his fellow-but-elder Princeton tiger
June 25, 2014 at 5:45 AM
Ameriprise makes its move upmarket by first moving its bonus payouts to Wall Street levels
The Minneapolis-based broker jacks its sticker bid to 150% bonuses of brokers' last 12-months of revenue
June 13, 2014 at 2:30 PM
This 32 year-old Goldman Sachs trader chucked New York for a $1-billion RIA outside Nashville
Embodying a reverse brain drain, John Lueken bolted for for the country-music capitol -- and not because of his way with a guitar
May 5, 2014 at 5:59 AM
How an Alex. Brown spin-off grew to be a $46 billion RIA and how a Brown Brothers breakaway fits in to its plan for accelerated growth
The Baltimore-based firm, Brown Advisory, will invade Bank of America's hometown with an up-to-date investing approach and Old Money flavor
February 5, 2014 at 2:51 PM
Why Ron Carson brought Steve Lockshin onto his team and how Betterment fits into their plans
The head of LPL's flagship RIA and Barron's top independent advisor of 2011 are pooling brainpower and embracing the possibility of deploying strategic robo-advice
January 28, 2014 at 7:03 AM
Top recruiter Kevin Geary exits HighTower
The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction
January 27, 2014 at 6:27 PM
HighTower shifts into high gear with a three-team, $1.2 billion AUM in-three-weeks spree
An alpha predator in 2010, 2011, the Chicago-based rollup, now with with 260 employees, roars again, twice at Merrill Lynch and once at UBS
December 2, 2013 at 6:19 PM
Part I: Is the era of the monolithic RIA custodian coming to an end?
RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing
November 1, 2013 at 4:51 PM
What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market
David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded
September 30, 2013 at 5:38 PM
Why a young Morgan Stanley team moved to Beverly Hills Wealth Management -- with a child in mind
The breakaway movement continues to revive fueled by mid-sized firms like Sullivan Wealth Management despite a bull market
July 25, 2013 at 7:31 PM
How, strangely, money gets downplayed in RIA deal making and why it helps explain an anemic flow
Culture, fit, philosophy and a firm handshake are all swell, but without a financial bettering of the parties' interests, a deal rarely progresses
