Ric Edelman
Barron’s Top 100 IndiesPosted by RJ and Makay on Aug 29, 2011 |
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Barron’s has come out with its annual list of top 100 independent financial advisors, rating them for volume of assets, revenues generated for the firms and quality of practice. Steve Lockshin of Convergent Wealth Advisors tops the list. The Los Angeles, California firm has $10.07 billion in assets, and improved to the top slot after coming in at number 4 in 2010.
The Mutual Fund Store may be on the blockPosted by RJ and Makay on Jun 28, 2011 |
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One of the largest investment advisory firms in the country is up for sale, according to a source familiar with the matter. The Mutual Fund Store, which has $6.4 billion in assets and 68,000 client accounts, is rumored to being shopped by J.P. Morgan Chase on behalf of the company’s founder, Adam Bold. The asking price is between $300 million and $350 million, the source, who asked not to be named, said in an Investment News article yesterday.
Henry David Thoreau (American Essayist, Poet and Philosopher, 1817-1862)
