Articles tagged "ECHELON Partners"
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Dan Seivert brings 85 RIA deal-makers to la-la land 'Buyers' Boot Camp' for sun, sand and serious discussions
The ECHELON Partners chief exec fenced with Mark Tibergien, put a microscope on roll-ups and took M&A to a 404-level course
October 4, 2013 at 7:52 PM
How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million
Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada
September 5, 2013 at 3:37 AM
Why exactly Lovell Minnick sold First Allied about five years ahead of plan
RCAP Holdings, virtually simultaneously with an IPO of its operating parent, came virtually out of nowhere to snatch a broker-dealer that Lovell Minnick had not even considered selling
June 13, 2013 at 5:31 AM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies
April 15, 2013 at 5:16 AM
The RIA M&A market stumbled in 2012, but giants were not deterred, Schwab end-of-year data shows
M&A activity still sickly slow by some reckonings, but harbingers of mating activity abound
January 28, 2013 at 4:34 PM
A look inside Schwab's second big deal with a small asset manager
Using its RIA custody unit as a talent pool, the San Francisco giant is bringing ThomasPartners into primetime.
October 17, 2012 at 3:07 PM
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
March 21, 2012 at 5:42 AM
With FundQuest off its plate, Envestnet is ready for a helping of new deals
The Chicago outsourcer has IPO cash, deal experience and an appetite for growth
December 16, 2011 at 7:02 AM
Why exactly private equity firms are dumping money into IBDs at a time when many are going bust
Flush PE firms see the broker-dealers as poised for growth, but others fear such purchases could lead to 'pump and dump' scenarios
September 2, 2011 at 1:51 AM
Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones
August 15, 2011 at 5:49 AM
Focus Financial pivots to breakaway strategy with Fidelity recruit
Mark Dupont will put a new spin on the big aggregator but entrepreneurial bent remains
May 9, 2011 at 2:40 PM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
10 reasons why LPL Financial could pull off a hot IPO in a cold market
The big IBD touts its big size, big growth and big recruiting opportunity in SEC filing
November 17, 2010 at 12:26 AM
M&A market for RIAs continues record pace: Second half looks even stronger
As compliance burdens grow, smaller firms are driving merger activity
