RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Diamond Consulting"


Headline

Publish date


Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Focus Financial files for IPO to raise $100 million, with 'interesting' timing

Private equity bought the New York-based roll-up a year ago and its revenues are growing about 20%

May 24, 2018 at 5:15 PM

Greg Fleming is setting the bar high.

Recruiters salivate as Greg Fleming completes marriage to Rockefeller & Co. to fill 'HighTower' void but now begins the wait for a business model

The Morgan Stanley ex-head sees 500% assets growth to $100 billion AUA by 2023 as critics see old branding, old money, old technology and old recruiting challenges

March 9, 2018 at 11:03 PM

David Root: It's a Pittsburgh story. It was a once-in-a-lifetime opportunity to try to take full advantage of our position.

How a $500-million Commonwealth rep became a $5-billion-plus RIA in two years and where Dynasty's M&A war on roll-ups comes in

After forming his own RIA, moving assets to Schwab and partnering with Shirl Penney's firm, David Root just kept M&A-rolling into 401(k) clover

January 19, 2018 at 8:19 PM

Chip Roame: Frankly, I doubt that there were many other legitimate bidders for NPH.

LPL Financial's tack to roll-up mode -- complete with trash-talking its sweet terms -- may send its rep count sailing past Morgan and Merrill

CEO Dan Arnold's pivot away from seller's market in reps to buyer's market in scooping up rivals on the cheap is an experiment that could work

August 18, 2017 at 6:41 PM

Chip Roame: Frankly, I doubt that there were many other legitimate bidders for NPH.

Chip Roame crosses Bay to proclaim bright future for classic RIAs -- and says a certain wirehouse will go fee-only to become the largest RIA -- at Laser App event

CEO Dan Arnold's pivot away from seller's market in reps to buyer's market in scooping up rivals on the cheap is an experiment that could work

August 17, 2017 at 6:36 PM

James Maher: From a conflict standpoint, it was very awkward.

Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankers

James Maher is forming Archford Capital Strategies as a wealth manager that needs capital galore to unlock his clients' billions in assets from illiquidity

April 2, 2013 at 6:33 AM

Colleen Lindstrom: I typically gather and review a significant amount of data and input before making a decision.

Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year

The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence

January 10, 2013 at 6:36 AM

Mathew Goldberg: They didn't care.

JPMorgan breakaways make Page One of the New York Times after $9-billion loss puts spotlight on Dimon's bank

It's a familiar story of pushing proprietary product and advisors not going for it -- but under a sterling brand

July 9, 2012 at 5:23 AM

Brian Hamburger, founder of MarketCounsel's Member Summit 2011, expects 200 advisors with between $100 million and $1 billion in assets

MarketCounsel, CFDD, T3 and Schwab vie for advisors to attend their fall conferences

As competition for RIA time and money grows, many events are catering to more defined niches

September 26, 2011 at 4:03 AM

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.