Articles tagged "Scott Slater"
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Thanks to a minor explosion in minority-stake deals, RIA M&A is still sizzling but it may be seller beware
For the RIA principal who wants cash, control and chips off the table, it's M&A ambrosia; but sophisticated buyers may be extracting more value than sellers realize
May 27, 2020 at 5:01 PM
One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball
The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed
June 18, 2018 at 7:52 PM
3 notable RIA happenings in the past week
CFP Board says it's changing hearts and minds of affluent Americans, studies find more advisors making succession plans and RIAs find clients can't get over their allergy to risk
November 21, 2011 at 5:11 AM
Inside a reporter's notebook at Schwab's IMPACT
Small moments at a big conference
November 3, 2011 at 5:59 AM
RIAs are rushing to take advantage of a fire sale on talent
Putting great people and the RIA business model together holds tremendous promise, analysts say
July 15, 2010 at 7:02 AM
How the market downturn affected 870 Schwab RIAs in 2009 and how they are reacting to it in 2010
Profits took a tumble in the market downturn but resolve to grow is on the rise, according to a massive new survey
July 7, 2010 at 5:45 AM
What if you spent one hour a day on the #1 idea to free up time and cash flow?
10 people in the RIA business offer their best thought for making the second half of 2010 more productive
