News, Vision & Voice for the Advisory Community
Person
9 articles
The St. Petersburg, Fla. investment bank provides the next chapter in Liz Nesvold's 'storybook journey' as Manhattan matchmaker extraordinaire overnight
The CEO of HighTower, with a big assist from Liz Nesvold and a $150 million line of credit, is on the prowl for large practices
In buying Vantage with borrowed funds, 'liquidity' per se was not the issue for Mariner Wealth; speed of execution was
The $9.4-billion RIA is said to be facing massive challenges in retaining advisors and clients -- rumors discounted by CEO Doug Wolford
Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business
Luminous Capital has gone from a 2008 Merrill Lynch breakaway to a big bank puzzle piece in 2012
Engineer-by-training Sean Hanlon's unconventional purchase of IAS and its $33 billion of assets administered is worth keeping an eye on
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
Mark Hurley chips in the cash and Liz Nesvold sells Kobren for a second time
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by