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Articles tagged "RegentAtlantic"


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RegentAtlantic was a big fish in the RIA pond. Now it's about 5% of CI Financial.

CI Financial picks off another 'Blind Squirrel' to push AUM to $105 billion as the RIA deal market stays nuts

The top-dollar-paying Toronto titan swept the $6-billion AUM RegentAtlantic off its feet at a size where it seems to have few rivals.

December 7, 2021 at 4:16 PM

Stuart DePina: They wanted to find a reach into the RIA channel and they placed their bet on Tamarac to make that happen.

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 at 9:13 PM

John Burns: We knew we weren't qualified to get this figured out.

RIAs are merging then making up names like Exencial, Syntal, Aspiriant and Private Ocean but experts question the practice

Creating names solves a multitude of problems but may also create a bigger one in a high touch industry

May 9, 2012 at 4:36 PM

Roger Hewins: It was worth being there when you got there.

Schwab EXPLORE goes deep into the Rockies with big RIAs

Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.

June 27, 2011 at 2:36 PM

Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.
July 9, 2010 at 6:26 AM

Christopher Cordaro is aggressively courting growth but rejects use of breakaway brokers
January 4, 2010 at 5:43 AM

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