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In exclusive interview Emigrant Partners Chair Liz Nesvold stays bullish on the firm, but questions remain about its board, its owners, who's running the company and a hastily rewritten ADV2.
CEO Jim Dickson was able to lure Mary Ann Bartels out of her furlough to join Sanctuary and flex her newfound knowledge of the metaverse and cryptoverse.
Jim Dickson also recruited HighTower talent, Amit Dogra, to bring the old HighTower brokerage model and execute it as HighTower veers toward buying RIAs
The Charlotte, N.C.-based lending giant bagged the Wall Street beast in 2009 when the price was right -- now it's cutting off its traditional food supply
RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own
A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity
In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight
Element Pointe Advisors seek to ease HNW and UHNW client angst by watching their held-away assets
Raymond James could get the hallowed brand and 200 advisors with $50 billion in advised assets for a nominal price but it'll also be pumping Deutsche products through the AB unit
The insurer's cash is the good news but some see it as tainted money
As part of its gender efforts, the Boston giant has crafted a quiz -- one that strikes United Capital's Joe Duran as suspiciously familiar
With new talent from Bessemer, HSBC, the SEC and -- of course -- GenSpring, W.E. Family offices is betting that putting the client back in charge is really the way to go
Evercore will make Jewelle Bickford a partner and the gem of its outreach to the other gender
The stakes are high for an ex-Morgan Stanley team that bolted with years to go on retention bonuses and a Virginia RIA is hitching its expansion plans to United Capital's star
The recruitment of Michael Kress and Tony Cantando gives Jeff Spears' venture a new pasture to graze
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