Articles tagged "Steve Levitt"
Headline
Publish date
How Frank Campanale's heist, so to speak, of young BNY Mellon Wealth Management stars fits into a bold millennial strategy
The morphed E.F. Hutton venture that is now Lebenthal looks like anything but a retirement home for dusty old brokers from yesteryear
August 7, 2014 at 7:53 PM
As Boston Private and Banyan Partners merge, the Big Three roll-ups become the Big Four
Banyan's Peter Raimondi will lead the combined entity that could morph into a fearsome acquirer
July 17, 2014 at 4:23 AM
How a Kansas wealth manager ate New York -- or at least one of its big advisory firms -- owned by an Arthur Andersen orphan
In latest RIA taunt to Wall Street, Marty Bicknell ends an 11-month deal moratorium by placing his Mariner flag in the Big Apple
December 5, 2013 at 8:18 PM
A $1.2-billion RIA is born on the Rt. 128 altar as two $600-million-AUM firms -- one in hyper-growth mode by Fidelity referrals -- get hitched
Spawned from an away breakfast, the deal of Argent Wealth Management and Pillar Financial Advisors financed a succession, forestalled death on the vine and set the stage for accelerated growth
November 15, 2013 at 8:25 PM
After more than two years of radio silence, Mark Hurley pings with a stake-taking in an under-the-radar RIA
The writer of firebrand reports describes his own company as 'boring' -- questionably -- but lately has lived up to his billing
August 23, 2013 at 5:15 PM
Fidelity's M&A program reload looks 'game-changing' after it partners with a middleman to get Uncle Sam to guarantee RIA deals
The piece de resistance is a maverick-owned North Carolina bank with an RIA-savvy ex-Schwabbie and software that fights SBA red tape
June 20, 2013 at 5:53 AM
A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover
Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business
February 1, 2013 at 6:32 AM
The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows
M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound
January 28, 2013 at 4:34 PM
Marty Bicknell self-declares a slowdown after bringing on $700 million more of RIA assets to punctuate an epic streak of deals
The Mariner CEO's personal barnstorming led to more than tripling his firm's assets from $2 billion to $6.5 billion with Brinton Eaton as 2012's finishing touch
December 6, 2012 at 4:46 PM
With as much finesse as cash, Marty Bicknell wins a $1.3 billion RIA in an auction-style contest
Mariner Wealth Advisors brushed aside a host of competitive bids to absorb Cincinnati-based RiverPoint -- a rare jewel for its size, quality and availability
