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RIAs
A middle-market debt offer for retail investors
A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.
Voices
Comeback kid: How I saved my practice
Dave Grant
Founder
Finance for Teachers
I thought my entrepreneurial career was over. I was wrong.
Voices
The 5 must-have client meetings
John J. Bowen Jr.
CEO
CEG Worldwide
A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.
Video
The 5 must-have meetings with clients
Taking a strategic approach can earn referrals and more assets to manage, according to columnist John J. Bowen Jr.
New $11B RIA aggregator tries divide-and-conquer M&A approach
Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.
Tiedemann buys Threshold in blockbuster UHNW deal
The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.
$230M Merrill Lynch advisor jumps to HighTower
Advisor Kevin Keith pointed to HighTower’s technological capabilities and a fiduciary culture in his decision to leave the wirehouse.
Competing in Envestnet’s growing shadow
Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.
Personal Capital CEO opens up about IPOs, M&A and white knights
Chief executive Jay Shah says a public offering will happen, "when the time is right."
HighTower M&A deal may hinge on retention package
An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.
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