 Ten billion in assets under management is the next billion. It’s the advent of real business managers in the space, where firms are converting from running practices to owning businesses. It’s all about the next generation — and stepping up to create the first real phase of succession in our industry."John Fury, Advisor Growth Strategies |
What happened when Fidelity Investments called 25 deal-making protagonists to its Boston sanctum for a talk about the suboptimal RIA M&A market
David Canter | RIABiz, October 2013
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Summary: Fidelity Institutional Wealth Services recently held the inaugural M&A Idea Exchange as part of their expanding mergers-and-acquisitions and consulting program for advisory firms. The sole purpose of the gathering was to discuss the state of M&A and how to better support the industry’s growth through M&A.
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