Articles tagged "Mintz Levin"


HeadlinePublish date

Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals

Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers

November 25, 2013 — 9:13 PM UTC

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 — 5:45 AM UTC

Mike Durbin is putting his stamp on Fidelity as an RIA custodian for asset-flush breakaways

The leader is working to improve its customer services as the custodian pours big bucks into upgrading its tech offerings

October 25, 2011 — 2:11 PM UTC
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