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Backed by a Tampa family office that's served as 'incubator' to local firms for 30 years, the slow-starting outsourcer with nearly $1 billion in RIA assets is gearing up to compete with Dynasty and HighTower
The teams, led by Leo Kelly in Maryland and Joel Guth in Ohio, say the Chicago roll-up 'has its own agenda' but that it served as a good stepping stone to becoming fully independent RIAs
Grey Street Capital will have to wait until August to solicit former clients -- at the very least
Elliot Weissbluth's gun-slinging No. 2, Mike Papedis, moves on after HighTower's assets declined, deals waned and the once-loud company took on an indoor voice
The roll-up has added franchise- and outsource-type channels in the wake of a capital raise that failed to materialize
The departure of the acclaimed Schwab veteran is a palpable sign for some that the roll-up is going in a new direction
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
This deal looks pretty normal, but the Alabama sign-on looks like a pioneer in this eerily quiet market
After two decades at Merrill and then SunTrust, the Atlanta advisor finally found the right admixture of autonomy, open architecture and paternal assurance
When to tell kids how rich they are and how to unmask sketchy construction workers are two topics covered
The takeaway at this hybrid mini-summit: Yes you can -- but probably not without some serious backup
Chicago aggregator is in talks with 50 firms about signing up with the newly unveiled Network and Alliance options
In the old money town of Philadelphia, the strategic buyer is 'planting a flag' and going after new wealth created in the biotech realm
The serial buyer nabs a combined $400-million of tuck-ins-as-partners after a deliberate breath-catching and a financing no-go
With about $800 million in assets combined, the teams were bone-loyal to Mother Merrill for decades before everything changed in 2008 -- and kept changing
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