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With beginnings harking back to E*Trade's RIA roll-up liquidation, two Boston-adjacent RIAs of a certain age join to create a $4.7 billion firm

Downplaying succession ghosts, the Mark Hurley-funded combo of Adviser Investments and Braver Wealth Management is equal parts M&A wizardry and product of a local soda fountain meet-up

Author Janice Kirkel March 1, 2017 at 6:14 PM
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Jim Lowell: The firm has the opportunity to outlive the next generation.

Mark Hurley

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Dan Silver

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Elizabeth Nesvold

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Jim Lowell



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November 22, 2018 at 12:07 AM

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Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too

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October 29, 2022 at 12:02 AM

Charles Schwab prunes another 200 or so staff but assures Wall Street analysts the Jenga piece of TD Ameritrade RIA services is still part of the puzzle post-merger

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Mentioned in this article:

Silver Lane Advisors
Mergers and Acquisition Firm
Top Executive: Elizabeth Nesvold



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