Sep 1, 2017
The HighTower Advisors 'for-sale' rumors grow to include a named suitor
Source says Oppenheimer is consummating a deal but observers question how HighTower could graft its roll-up onto the aging B-D
Person
Steven Levitt
6 articles
Articles tagged "Steven Levitt"
Sep 13, 2016
City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM
After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division
Nov 2, 2015
How hedge fund control and E*Trade's former CFO helped Mark Casady see that making LPL a blue chip was a fool's errand
Matthew Audette concedes that he came to LPL lured by its potential for higher leverage
Sep 30, 2013
What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market
David Canter recounts what his company set out to do, who showed up and what the pooling of ideas yielded
Mar 13, 2013
Advent Software is for sale, with Frank Quattrone as the sales agent, reports say
The owner of Black Diamond is well along in the process of seeking someone to take it private, according to a Reuters report and anonymous RIABiz sources