Articles tagged "Lightyear Capital"
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Oisin's Bits: LPL hacked through Capital Forensics' breach, leaks personal info, account numbers; Victory Capital's shares spiral higher on USAA buy; Kore Alliance goes to teaching UHNW kids thrift; Lightyear Capital’s mini roll-up keeps buying, nearing $10 billion target
The year-old non-profit groups 50 ultra-high-net-worth family offices into the Kore Alliance; and the Lightyear Capital-owned roll-up Wealth Enhancement Group makes its third acquisition this year bringing it closer to a $10 billion client assets target.
November 9, 2018 at 7:46 PM
Why Valerie Brown is doing 19-whistlestop tour with her new CEO to sell -- ironically -- deep price cuts and a TAMP-for-millennials
The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers
January 11, 2017 at 2:26 AM
Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly
The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor
January 26, 2016 at 8:47 PM
Sources: Lightyear Capital is set to snap up AIG -- and perhaps install Valerie Brown as its leader
Heads of SagePoint, FSC, Royal Alliance and Woodbury are in New York, perhaps hashing out details of their new life under Donald Marron's private equity unit
December 16, 2015 at 2:28 AM
What the Cetera-Genworth IBD deal says about where these companies are headed
Cetera starts looking more like an IPO candidate and Genworth shucks a distraction from its asset-magnet TAMP
January 12, 2012 at 5:01 AM
Jay Quinn joins Cetera subsidiary to help Barnaby Grist pave way for more hybrid RIAs
Two ex-Schwab executives unite in Los Angeles to upgrade old ING platform
February 24, 2010 at 7:34 AM
Barnaby Grist is leaving Schwab and Jon Beatty is stepping up
The prominent Schwab executive goes for a new opportunity in Los Angeles
