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Market slide puts RIA buyers in the driver's seat

Added on March 2020 in M&A Issues
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Summary: The end of the bull market for stocks could alter the dynamics of consolidation among registered investment advisers, potentially putting buyers in the driver’s seat.

What's an IOI?

Added on February 2020 in M&A Issues
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Summary: Let your match know you like their profile with an Indication of Interest (IOI). The IOI button is in the toolbox in your match’s profile. IOIs are free for all subscribers!  Begin communicating with your matches.
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An Advisor Merged Her RIA. She Wasn't Happy.

Added on February 2020 in M&A Issues
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Summary: Sandra Nesbit expected lemonade. What life served up instead, when she merged her RIA with a national wealth management firm, was lemons.

Chicago-area RIAs combine to create $8 billion advisory firm

Added on January 2020 in M&A Issues
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Summary: Two Illinois-based registered investment advisers are combining to create an $8 billion advisory firm that will operate as Savant Capital Management.

As M&A upends IBD sector, 24 teams and execs make moves

Added on January 2020 in M&A Issues
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Summary: Recent eye-popping M&A deals are reshaping much of wealth management and leading thousands of financial advisors to switch firms. While the record-breaking consolidation affects each company and advisor differently, a look at some of the most recent moves can illuminate the key trends in the rapidly evolving industry.

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