Eric Rasmussen

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Sailing To The Coasts

by

Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.

Clever Apps, Travel Network And Gerontology Class For Merrill Advisors

by FA Staff

Merrill Lynch is beefing up the ways in which its advisors can work with clients on retirement planning.

Savant Capital Buys Windy City-Area Accounting Firm

by

The RIA giant makes a left turn and buys another Chicagoland firm focusing on accounting, tax and payroll.

Doll Looks Into Crystal Ball For 2015

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This might be the year people actually believe the economy is as good as the stock market says it is.

Mariner Wealth Buys Majority Stake In Vantage

by

The voracious Kansas acquirer continues its purchases in the Northeast.

Making It Pay

by Eric Rasmussen

Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.

Cheap Money, Emerging Markets

by Eric Rasmussen

Will Fed actions to rein in cheap money hurt investing in developing overseas markets?

How To Be Big

by

Fidelity looks at how small firms become big -- without being drowned in overhead, partnership fights or the morass of tasks for which not every pro is suited.

Thinking Defense

by

A slew of long-short funds hit the market as investors brace for a possible market downturn.

Checking Egos At The Door

by Eric Rasmussen

Here's how a modern firm merged, kept its big staff and dealt with the threat of going gray.

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