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Articles tagged "Hanson McClain"


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With Scott Hanson in the mix Nathan Bachrach and Ed Finke accepted Parthenon's overtures

Parthenon Capital buys Simply Money, adds it to Hanson McCain, and 'presto' a $3.3 billion radio show-based RIA roll-up rises

The PE firm already knew principals Nathan Bachrach and Ed Finke who bring $700-million-plus AUM from Simply Money generated largely by their daily broadcast

January 6, 2018 at 1:21 AM

Scott Hanson: We weren't going to get to $10 billion in my lifetime.

Scott Hanson sells RIA to Parthenon after 'semi-retirement' drove him half-crazy -- so he could work full-time to get to $10 billion

The Sacramento RIA turned 50, adopted two children and realized he needed a plan to embrace even more challenges and chaos

July 28, 2017 at 10:08 PM

Scott Hanson:  I felt a little intimidated ... [at first] as a state school grad I didn't feel like I could cut out on anything.

What they do teach at Harvard Business School that's worth learning even after banking monetary success

Personally, I have accumulated sufficient assets, but ironically it took the famed business institution to give my career a deeper purpose

April 3, 2014 at 6:19 AM

Bob Oros: This is what cell phone companies do. They bring us in with a low entry fee and when it comes time, the switching costs don't seem worth it.

Fidelity counsels RIAs to suck it up and go after 'millionaires of tomorrow' but with a strict discipline

RIAs need to chop fees, stop counting pennies and, yes, babysit a bit to wrest these financial tweeners from discount brokers

January 24, 2014 at 6:36 PM

Leon LaBrecque's firm got nine new clients last week alone by positioning itself to win the wave of automotive pension assets

RIAs are set to capture chunks of the $26 billion that GM is spinning out of its pension plan

Retirees are looking to RIAs to help them make a once-in-a-lifetime decision -- and experience shows advisors get richly rewarded

June 26, 2012 at 3:56 PM

Alan Carlisle: Between Orion and Envestnet, it came down to pricing.

Orion wins another RIA with $1 billion-plus in AUM

Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up

September 22, 2011 at 3:03 AM

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