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Articles tagged "Jim Pratt Heaney"


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LLBH is Jim Pratt-Heaney, Bill Loftus, Bill Lomas, Kevin Burns: We were constantly being told 'if we do it for you, we have to do it for 17,000 other advisors.'

How an ex-Merrill team broke free just under the BoA takeover wire and doubled its assets in four post-crash years

Thinking the wirehouse model was broke not wanting to fix it LLBH has parlayed $450 million of assets to nearly $1 billion

August 16, 2012 at 6:43 AM

Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator

Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

July 17, 2012 at 3:54 PM

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