Third-Party Marketing Sees Growth

Lewis, Jakema
August 2004
Investment Management Weekly;8/2/2004, Vol. 17 Issue 30, p4
Forecasts the growth of third-party marketing firms in the financial services industry in the U.S. Result of the increase in consolidation activity of investment management firms; Benefits of a third-party marketing to a small investment management firm according to James Lee, managing director of the Concord, California-based Patrick Hubert Partners; Specialization of third-party marketing firms.


Related Articles

  • True business value. Olive, Simon // Money Marketing;5/11/2006, p57 

    The article advises those in the financial services industry in Great Britain that marketing a business mainly on its financial performance can often lead to it being undervalued. When selling a business to another, basing valuations on financial measures such as multiple of trail or commission...

  • Credit woes may spur selloffs. Pichardo, Raquel // Pensions & Investments;5/12/2008, Vol. 36 Issue 10, p3 

    The article reports that the global credit crisis could leave some money management subsidiaries available for mergers and acquisitions as large financial firms start to shed all or part of their asset management businesses to raise capital. It is stated that buyers likely will be smaller money...

  • Double story for merged property group. Wilkinson, John // Money Management;9/23/2004, Vol. 18 Issue 35, p34 

    Reports on the merger of specialist property manager, SAI with sundicator TeysMcMahon. Discussion on the activities of SAI's financial advice firm; Reason for the integration; Statement of SAITeysMcMahon managing director, Grant Ross, on the strategy for balancing the inflows with the quality of...

  • No shortage of advice. Andrews, Bruce // BRW;5/5/2005, Vol. 27 Issue 17, p70 

    Reports on the implications of the growth of merger and acquisition work for boutique advisory firms in Australia. Competition in the merger and acquisition market; Capability of PricewaterhouseCoopers to do bigger deals; Claim that strategy of KPMG is to establish long-term advisory...

  • Merrill-BlackRock Talks Reported. Mazzucca, Tim // American Banker;2/14/2006, Vol. 171 Issue 30, p3 

    This article talks about a deal between Merrill Lynch & Co. Inc. and BlackRock Inc. that would have Merrill Lynch hand over its investment management unit to BlackRock for a stake in the company. Merrill would trade Merrill Lynch Investment Managers, which had $538 billion of assets under...

  • The Latest on Fees.  // Investment Dealers' Digest;3/26/2007, Vol. 73 Issue 12, p30 

    The article presents charts on corporate fees in the United States from January 1, 2007 to March 10, 2007. A chart is presented that shows the mode of payment for merger and acquisition deals in the country from 2003 to 2007. Another chart shows U.S. target merger and acquisition premium over...

  • Numbers game. Love, Bruce // Money Marketing;6/24/2004 Supplement, p41 

    Reports on the activity of independent financial advisory firms in the network sector in Great Britain, during 2003-2004. Factors influencing the sector; Consolidation in the sector; Major business moves.

  • Size Isn't Everything. Wirth, Gregg // Investment Dealers' Digest;10/30/2000, Vol. 66 Issue 42, p16 

    Comments on the realization within the financial services sector that mergers and consolidations are not always advantageous for companies. Examples of mergers that yielded negative results; Decline in the return on investment rates of merging businesses; Efforts of businesses that have resisted...

  • Morgan Stanley Gains Avowed M&A Rivals.  // American Banker;8/8/2000, Vol. 165 Issue 151, p20 

    Reports on rivals of Morgan Stanley Dean Witter & Co. (MSDW) who are trying to capture some of the merger business that MSDW dominates. How Merrill Lynch & Co. and Lehman Brothers Holdings Inc. have dropped in rank; Why investment banks compete for leadership in merger advisory work; What...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics