Articles tagged "Dan Inveen"
Headline
Publish date
Big Midwestern RIA buys itself a national presence in deal with CBIZ
Mariner Holdings passes $8 billion of AUM; still eyeing $50 billion
January 4, 2011 at 3:07 PM
Edelman expansion slows; back office 'overwhelmed'
$5.5 billion RIA pours money into top-line Microsoft CRM
October 21, 2010 at 4:29 AM
One of a new breed of roll-ups taking center stage, United Capital is churning out deals again
After a broken engagement slowed its progress, the company is on a buying spree
September 20, 2010 at 5:06 AM
James Surowiecki has lessons for RIAs about marketing's mushy middle
New Yorker writer warns against the amorphous marketing blob that GM and Dell succumbed to
