News RIABiz Eva Selig 6/23/20 RIABiz Eva Selig 6/23/20 Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers Read More Financial Advisor IQ Eva Selig 11/7/19 Financial Advisor IQ Eva Selig 11/7/19 RIA Owners Risk Lawsuits and Business Loss if They Share Client Details Before M&A Closings Read More RIABiz Eva Selig 7/18/19 RIABiz Eva Selig 7/18/19 Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day Read More ThinkAdvisor Eva Selig 6/9/19 ThinkAdvisor Eva Selig 6/9/19 What to Do Before You Sell Your Practice Read More RIABiz Eva Selig 6/3/19 RIABiz Eva Selig 6/3/19 Focus Financial deal for white-shoe New York City RIA adds $7.7-billion of AUM, but Focus stock remains mired in the doldrums on Wall Street Read More Financial Planning Eva Selig 3/21/19 Financial Planning Eva Selig 3/21/19 RIA buyers challenge private equity for deal dominance Read More Financial Advisor Magazine Eva Selig 3/8/19 Financial Advisor Magazine Eva Selig 3/8/19 Want A High Valuation For Your Advisory Business? Take These Steps Read More RIABiz Eva Selig 3/8/19 RIABiz Eva Selig 3/8/19 Rudy Adolf's Buckingham meal ticket looks golden after the $35-billion RIA/TAMP absorbs Dan Goldie's $1 billion Loring Ward book and margins leap from 25 basis points to more like 70 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 6/23/20 RIABiz Eva Selig 6/23/20 Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers Read More
Financial Advisor IQ Eva Selig 11/7/19 Financial Advisor IQ Eva Selig 11/7/19 RIA Owners Risk Lawsuits and Business Loss if They Share Client Details Before M&A Closings Read More
RIABiz Eva Selig 7/18/19 RIABiz Eva Selig 7/18/19 Goldman Sachs closes United Capital deal and Matt Brinker, Joe Duran's wingman, exits with social media swan song on same day Read More
ThinkAdvisor Eva Selig 6/9/19 ThinkAdvisor Eva Selig 6/9/19 What to Do Before You Sell Your Practice Read More
RIABiz Eva Selig 6/3/19 RIABiz Eva Selig 6/3/19 Focus Financial deal for white-shoe New York City RIA adds $7.7-billion of AUM, but Focus stock remains mired in the doldrums on Wall Street Read More
Financial Planning Eva Selig 3/21/19 Financial Planning Eva Selig 3/21/19 RIA buyers challenge private equity for deal dominance Read More
Financial Advisor Magazine Eva Selig 3/8/19 Financial Advisor Magazine Eva Selig 3/8/19 Want A High Valuation For Your Advisory Business? Take These Steps Read More
RIABiz Eva Selig 3/8/19 RIABiz Eva Selig 3/8/19 Rudy Adolf's Buckingham meal ticket looks golden after the $35-billion RIA/TAMP absorbs Dan Goldie's $1 billion Loring Ward book and margins leap from 25 basis points to more like 70 Read More
