RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees
Panelists discuss pitfalls to avoid if you're thinking of selling your RIA
Related Moves
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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
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Emigrant Bank 'doubles down' to send Mark Hurley packing and fire up Fiduciary Network, its RIA deal machine
The billionaire-owned New York bank eschewed the quick buck of a top-of-market sale to bet Karl Heckenberg can make Fiduciary Network function even better as its new CEO
November 22, 2018 at 12:07 AM
Fiduciary Network
The article incorrectly refers to Financial Network. It should be Mark Hurley of Fiduciary Network.
Brooke Southall
Thanks for pointing that out. I fixed it.
Brooke
