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Articles tagged "Derek Holman"

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Derek Holman: We had grown to the point where the business took up most of the day.

Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man

Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts

February 10, 2012 at 5:22 AM
David Selig: I’ve had numerous confidential conversations with other large RIAs who are considering buying themselves back from holding companies.

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

November 7, 2011 at 3:10 AM
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