Articles tagged "Jeff Spears"
Headline
Publish date
After 'thinking changed' Emigrant Bank hires new CEO to either take Mark Hurley's spot at Fiduciary Network or to head new unit that will compete head-on
With Hurley now characterized as expendable, the New York bank makes Karl Heckenberg chief-in-waiting and Harold Evensky expresses 'reservations' about Emigrant Bank power play
November 15, 2017 at 9:38 PM
Robertson Stephens seeks revival under new CEO after departures that included the old one
Founder Joe Piazza is still a director and his new chief, Ren Riley, says a pending deal means the San Francisco-based RIA is 'not dead' yet
August 23, 2017 at 7:06 PM
A year after John Copeland came to AMG with blue-ocean RIA growth plan, the publicly owned asset management giant spins him into new venture
Instead of sitting out frothy M&A market for $4-billion-plus RIAs as AMG exec, the now former president of the RIA unit is hustling, with more diverse backers, to crack the chronically stagnant M&A market for small firms
July 12, 2017 at 6:11 PM
Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage
PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees
April 19, 2017 at 4:39 AM
Using DOL as cover, Bank of America cuts the Merrill Lynch bull as it adds a robo, stops paying brokers to stick around and kicks John Thiel upstairs
The Charlotte, N.C.-based lending giant bagged the Wall Street beast in 2009 when the price was right -- now it's cutting off its traditional food supply
October 18, 2016 at 10:41 PM
Why Focus Financial is risking it all -- including the advantages of privacy and private stock -- for a successful IPO
RIAs are perhaps being held in place by just those two elements, but with $1-billion valuation on the line, the liquidity event is taking on a life of its own
August 30, 2016 at 6:57 PM
How Tiedemann and Presidio did a no-cash merger of their $4.9 billion and $4 billion RIAs -- and their disarming honesty about jitters
A restructuring by Presidio's stricken CEO's deputy paved the way for a 'non-threatening' union in which all principals keep their equity
August 16, 2016 at 9:05 PM
As Raymond James seeks to wire its Alex. Brown upbranding deal, it hires past Deutsche CEO Seth Waugh with bona fides and baggage
In adding execuive chair, Raymond James is looking to complete the orchid botanist's task of providing just the right Wall Street water and Baltimore sunlight
April 27, 2016 at 7:49 PM
Why a Miami breakaway trio sees no vice in leaving half-a-billion of client assets on JP Morgan's table
Element Pointe Advisors seek to ease HNW and UHNW client angst by watching their held-away assets
April 5, 2016 at 8:05 PM
What to make of Raymond James putting 'Alex. Brown' back into business and what to make of the $420 million it's spending to make it happen
Raymond James could get the hallowed brand and 200 advisors with $50 billion in advised assets for a nominal price but it'll also be pumping Deutsche products through the AB unit
December 4, 2015 at 8:28 PM
Credit Suisse punts its private banking business to Wells Fargo
The take-my-brokers-please deal has skeptics but shows forethought, too
October 21, 2015 at 12:06 AM
JP Morgan gets a 39-page blasting of its corroded culture and ground lost to Silicon Valley robos -- authored by its CEO Jamie Dimon
The letter to shareholders by Wall Street's sultan shows uncharacteristic humility but some analysts question the missive's sincerity
May 28, 2015 at 6:41 PM
AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM
After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet
February 5, 2015 at 7:07 PM
Swatting aside 'doubters,' Joe Piazza uses an improbable hook to nab Wells Fargo private bankers -- pent-up Addepar lust
Robertson Stephens chief learns it's easier to court advisors winning Silicon Valley wealth using Made-in-Mountain-View software
April 30, 2014 at 5:26 PM
The FPA is now brought to you by MetLife, for better or worse
The insurer's cash is the good news but some see it as tainted money
