Press Releases
July 14, 2010
Grail Partners advises National Retirement Partners in its transaction with LPL Financial
July 7, 2010
Grail Partners advises Lowe Enterprises in its transaction with The Guardian Life Insurance Company of America
June 15, 2010
Colette Rabbat Taylor Joins Grail Partners
September 24, 2009
United Capital Financial Partners LLC, a firm that buys wealth management firms and weaves them together, raised $15 million from Bessemer Ventures.
September 9, 2009
Creighton Capital Management and Westrock Asset Management Form Joint Venture
Press Mentions
December 4, 2009
Los Angeles Times: Bank bailouts appear to be paying off
November 1, 2009
Institutional Investor: Andrew Cuomo, Financial Reformer
October 5, 2009
Ignites: Ameriprise: $1B for Columbia Not Low; Cuts Predicted
October 1, 2009
Financial Times: Model of sophistication offers brighter future
September 30, 2009
Reuters: BofA/Merrill network big asset in Ameriprise deal