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Halah Touryalai

Halah’s Recent activity

Comings & Goings
Jun 01, 2010
Woodbury Financial Services, a subsidiary of The Hartford Financial Services Group, hired Albert Johnson as chief compliance officer of broker/dealer services. Prior to joining Woodbury, Johnson most recently served...
Comings & Goings May 2010
May 01, 2010
Constellation Wealth Advisors, an independent multi-family investment office, announced that Christopher M. Smith has joined the firm as principal. Prior to joining Constellation, Smith was the Director of the...
RIA M&A Pops
RIA M&A Pops
May 01, 2010
Mergers and acquisitions might be crawling back to the top of RIA principals' to-do lists this year as the first quarter's numbers show record activity. There were 24 M&A deals among Schwab RIAs during the first...
Compensation Key To Breakaway Recruiting Pitch
Apr 23, 2010
RIA principals are very interested in wirehouse advisors—interested in recruiting them, that is. But that takes some finesse. At this morning’s Schwab Advisor Services workshop for advisors in the New York...
RIA M&A Deals Break Record in First Quarter
RIA M&A Deals Break Record in First Quarter
Apr 15, 2010
Mergers and acquisitions seem to be crawling back to the top of RIA principals’ to-do lists this year, as the first quarter’s numbers show record activity. What is your financial advisory practice worth?
Citi's Covert Makeover
Citi's Covert Makeover
Apr 01, 2010
Deborah McWhinney's plan to turn Citi's bank brokers into fee-only investment advisors has triggered a mass exodus. But paring down the small bank brokerage unit or farming out wealth management entirely may be...
Comings & Goings April 2010
Apr 01, 2010
Constellation Wealth Advisors hired Steve Bono as principal of the firm. Bono was a principal with ThinkEquity Partners in San Francisco before joining Constellation. Prior to that, he was a vice president of market...
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