Articles tagged "David Selig"
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RIA M&A activity sizzles toward a record number of deals in 2010
Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data
November 10, 2010 at 5:25 AM
Fidelity steps up M&A efforts as RIAs step up the pressure for answers
Deal-related consulting fits a core strategic objective -- RIA growth
September 17, 2010 at 3:06 AM
Jefferies & Co. deletes the Putnam Lovell brand but three former bankers are betting on an M&A resurgence in wealth management
The investment banking brand was preeminent until it got purchased and the M&A market tanked
September 3, 2010 at 2:18 PM
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
July 26, 2010 at 3:33 AM
Two Silicon Valley RIAs marry their practices to lay the groundwork for succession
The merger key was that Kevin Tanner wanted John Dolan and not just his book of business
July 13, 2010 at 6:55 AM
Favorite succession plan of RIAs remains the same: none at all
The biggest impediment to planning is finding a successor
June 7, 2010 at 5:23 AM
M&A market for RIAs sprints to record start in 2010
Deals are mostly smaller thus far but activity behind the scenes is intense
April 9, 2010 at 6:27 AM
Sanders Morris Harris Group, serious competitor to the big roll-ups, launches bid from Texas
Led by former head of Prudential-Bache Securities, company has at least $15 million to spend on big RIAs and breakaways
April 5, 2010 at 4:09 AM
RBC is checking every box to ensure it acquires the JPMorgan RIA unit intact
Mike Kavanagh brings the former Bear Stearns service team to Minneapolis for bonding
January 13, 2010 at 6:41 AM
What I learned about E*TRADE, Bank of America, Google and the Bubble Lounge during pre-holiday conversations
Just because a wirehouse broker doesn't win the account doesn't mean that another advisor will
December 22, 2009 at 4:41 AM
What's really going on with Focus Financial?
Somebody is going to be unhappy in a large organization, Adolf says
November 30, 2009 at 6:17 AM
Fidelity races to develop M&A program ahead of looming merger boom
Boston custodian seeks to manage a flood of client requests
