News RIABiz Eva Selig 2/26/19 RIABiz Eva Selig 2/26/19 Peter Mallouk goes inorganic with first M&A deal as he raises the bar on growth objectives for Creative Planning Read More RIABiz Eva Selig 10/18/18 RIABiz Eva Selig 10/18/18 Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital Read More RIABiz Eva Selig 2/14/18 RIABiz Eva Selig 2/14/18 Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver Read More Los Angeles Business Journal Eva Selig 2/12/18 Los Angeles Business Journal Eva Selig 2/12/18 Torrance’s EP Wealth Advisors Scoops Up Millie Capital Management Read More RIABiz Eva Selig 10/23/17 RIABiz Eva Selig 10/23/17 Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases Read More RIABiz Eva Selig 12/29/16 RIABiz Eva Selig 12/29/16 How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees Read More Investor's Business Daily Eva Selig 9/21/16 Investor's Business Daily Eva Selig 9/21/16 Navigating The Shoals Of The Exit Strategy Read More Wall Street Journal Eva Selig 5/10/16 Wall Street Journal Eva Selig 5/10/16 5 Mistakes to Avoid When Selling a Financial-Advisory Practice Read More Newer Posts Older Posts News Archive 2014 5 2015 7 2016 8 2017 1 2018 3 2019 8 2020 4 2021 5 2022 1 2023 5 2024 2
RIABiz Eva Selig 2/26/19 RIABiz Eva Selig 2/26/19 Peter Mallouk goes inorganic with first M&A deal as he raises the bar on growth objectives for Creative Planning Read More
RIABiz Eva Selig 10/18/18 RIABiz Eva Selig 10/18/18 Marty Bicknell takes a machete to Montage, Mariner Holdings and FirstPoint and carves out a $25-billion RIA and near $1 billion of capital Read More
RIABiz Eva Selig 2/14/18 RIABiz Eva Selig 2/14/18 Determined to out-Joe-Duran Duran's United Capital, Dave Welling moves his $12B roll-up's HQ to Denver Read More
Los Angeles Business Journal Eva Selig 2/12/18 Los Angeles Business Journal Eva Selig 2/12/18 Torrance’s EP Wealth Advisors Scoops Up Millie Capital Management Read More
RIABiz Eva Selig 10/23/17 RIABiz Eva Selig 10/23/17 Marty Bicknell sells Tortoise stake for '$150 million' with cash already earmarked for four or five RIA purchases Read More
RIABiz Eva Selig 12/29/16 RIABiz Eva Selig 12/29/16 How Aspiriant knocked out another all-stock deal for an $850-million-AUM firm and why such pure-paper transactions don't grow on trees Read More
Investor's Business Daily Eva Selig 9/21/16 Investor's Business Daily Eva Selig 9/21/16 Navigating The Shoals Of The Exit Strategy Read More
Wall Street Journal Eva Selig 5/10/16 Wall Street Journal Eva Selig 5/10/16 5 Mistakes to Avoid When Selling a Financial-Advisory Practice Read More