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ICYMI: My Story - March 19

Added on March 2019 in M&A Issues
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Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney?  I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.  ‚Äč

5 building blocks to becoming a successful buyer

Added on March 2019 in M&A Issues
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Summary: There are more than 12,000 SEC-registered investment advisers in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space — a veritable Wild West of firms at the forefront of change.

Merger mania: Why consolidation in the RIA space is about to explode

Added on March 2019 in M&A Issues
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Summary: The steady increase in merger and acquisition activity in the registered investment advisory space over the past six years might seem impressive to some, but for industry players like Ron Carson, the party is just getting started.

RIA buyers challenge private equity for deal dominance

Added on March 2019 in M&A Issues
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Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.

Creative Planning Expands With Acquisition

Added on February 2019 in M&A Issues
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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.

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