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Halah Touryalai

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Top 100 RIA Profile: Sweetwater Investments
Top 100 RIA Profile: Sweetwater Investments
Jul 01, 2009
CITY: Redmond, WA ESTABLISHED: 1989 AUM: $1.5 billion NUMBER OF CLIENTS: 125 NUMBER OF PARTNERS: 2 NUMBER OF STAFF: 2 full time, 4 part time Registered Rep.: How do you define your investment philosophy? Dennis Gibb...
Down But Not Out
Down But Not Out
Jul 01, 2009
For some RIAs, recent declines in assets are game changers.
Come Back Year For Insurance M&A?
Come Back Year For Insurance M&A?
Jul 01, 2009
Merger and acquisitions activity could make a comeback in the insurance sector this year after a sharp drop in the deal numbers and valuations in 2008, according to a Deloitte report. The increase in dealmaking would...
Schwab Cuts Some Fees for 2009
Jun 29, 2009
Beginning in July, Schwab will waive commissions on electronic equity trades and reimburse account transfer fees for its RIAs’ clients. The offer is good through the end of 2009. And for the more than 2,200...
Regulation, Not Growth, Is Top Concern for RIAs
Jun 25, 2009
RIAs have a lot on their plates. They’ve seen their assets drop significantly over the last year, their clients are demanding more of their time, revenues are taking a hit and on top of it all, there’s...
RIA M&A Deals Pick up Pace in 2009
Jun 17, 2009
Despite the market’s continuing volatility, or perhaps because of it, m&a deals in the RIA industry picked up dramatically in the first three months of this year in both number and asset volume. In the first...
Fewer Advisors Switch B/Ds in May
Fewer Advisors Switch B/Ds in May
Jun 09, 2009
The number of advisors switching firms dropped 23 percent in May versus April, according to Discovery Database. The research firm’s data show that 1,506 reps changed b/ds in May, compared with 1,961 in April.
Comfort Zone
Jun 01, 2009
Talk has run rampant lately of an exodus of advisors from Wall Street firms to independent b/ds, regional brokerage firms and RIAs. After all, the big national brands have been damaged by the mortgage meltdown, the...
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