RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

NFP found profitability but shed firms and office space last quarter

Big roll-up is using drastic measures to make ends meet

Author Brooke Southall February 10, 2010 at 5:33 AM
Admin:
0 Comments
no description available
Jessica Bibliowicz is taking big steps to keep her company out of the red

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 at 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 at 3:02 AM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo