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Articles tagged "Scott Slater"


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Brian Hamburger: I ask advisors if they’ve walked across the street to the bank.

Thanks to a minor explosion in minority-stake deals, RIA M&A is still sizzling but it may be seller beware

For the RIA principal who wants cash, control and chips off the table, it's M&A ambrosia; but sophisticated buyers may be extracting more value than sellers realize

May 27, 2020 at 5:01 PM

Rich Gill: $20 billion in assets under management in five years [for each of EP Wealth Advisors, the Forbes Family Trust, and MAI Capital Management] is a goal that we discussed and we all think it is doable and I think we're more or less already on the trajectory to get there.

One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed

June 18, 2018 at 7:52 PM

Scott Slater says a study by his firm, Schwab, shows that 88% of advisors are looking at an internal succession plan.

3 notable RIA happenings in the past week

CFP Board says it's changing hearts and minds of affluent Americans, studies find more advisors making succession plans and RIAs find clients can't get over their allergy to risk

November 21, 2011 at 5:11 AM

Schwab's top brass spread the word about new initiatives and chatted with reporter Lisa Shidler.

Inside a reporter's notebook at Schwab's IMPACT

Small moments at a big conference

November 3, 2011 at 5:59 AM

George Keith: People know it’s tough out there so productivity has skyrocketed. Before, people were in at 9:30 and out at 4:30.

RIAs are rushing to take advantage of a fire sale on talent

Putting great people and the RIA business model together holds tremendous promise, analysts say

July 15, 2010 at 7:02 AM

Scott Slater: I see it as the next step in the maturing of the RIA industry.

How the market downturn affected 870 Schwab RIAs in 2009 and how they are reacting to it in 2010

Profits took a tumble in the market downturn but resolve to grow is on the rise, according to a massive new survey

July 7, 2010 at 5:45 AM

Mike Byrnes: Plan now. The resulting greater success will be compounded over time.

What if you spent one hour a day on the #1 idea to free up time and cash flow?

10 people in the RIA business offer their best thought for making the second half of 2010 more productive

July 1, 2010 at 5:28 AM

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