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Articles tagged "Genstar"


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Mike Durbin: This continued partnership serves as the foundation for Cetera's next chapter.

Mike Durbin boosts sluggish Cetera, again, this time getting the owner to re-up for the first time since 2018

The El Segundo, Calif., broker-dealer has grown tepidly since 2018 when Genstar stepped in; it added 1,000 brokers but only 700 staff, falling farther behind LPL Financial.

October 5, 2023 at 3:04 AM

Natalie Wolfsen hopes to replicate her AssetMark success at Orion.

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM

Louis Diamond: Cetera [isn't] unstable, but new ownership is a time for advisers to reevaluate.

Oisin's Bits: Focus Financial shares crater after Rudy Adolf's answers to analysts fail to mollify; RIAs get negotiating boost as T.Rowe 'proves' plans boost profits, but is it a fallacy?; and Genstar's tenure as Cetera' owner has started with a bloody nose, despite more than half a billion inflows

Roll-up model meets Wall Street analysts; T.Rowe Price’s latest report posits that 401(k) plans are a rocket for corporate profitability; and private equity firm Genstar Capital's deep pockets have so far failed to turn the tide in Cetera's bitter rivalry with LPL

November 13, 2018 at 10:30 PM

David Musto: It's completely realistic to think there could be a dozen or more acquisitions in any twelve month period.

Vanguard's 401(k) recordkeeper, Ascensus, gets set to roll up a world of third party administrators to create a small plan superpower

With recent Great-West poach and David Musto running the show the Dresher, Pa.-based TPA adds 14 firms in 16 months and sets sights on dozens more, as roll-up strategy takes flight

April 27, 2018 at 5:46 PM

Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Buyer scoops up BrightScope using Genstar capital

The once-brash Alfred brothers sought out Strategic Insight as the DOL rule comes thundering toward their 401(k) herd

November 1, 2016 at 2:11 PM

Mike Alfred (with brother Ryan, l.): It's pretty magical to get to build something from scratch and to experience the whole journey with family by your side.

Buyer scoops up BrightScope using Genstar's bucks

The once-brash Alfred brothers sought out Strategic Insight as DOL rule came thundering toward their 401(k) herd

October 31, 2016 at 10:04 PM

Charles Goldman: We're not going to just toss the salad.

Gurinder Ahluwalia to step out, Charles Goldman steps in, as AssetMark CEO

Myra Rothfeld also departs as Goldman sets his sights on software, service revamp

January 13, 2014 at 4:31 PM

Gurinder Ahluwalia: The advisors are excited for us. Now they want to see what comes from this.

'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover

Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark

November 7, 2013 at 5:57 PM

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