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David Canter: The Case for Merging Now

Added on July 2019 in M&A Issues
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Summary: DAVID CANTER LIKES TO THINK of his team at Fidelity Clearing & Custody Solutions as business consultants who just happen to be in the wealth management vertical. “Our orientation,” says the man in charge of serving some 3,000 registered investment advisors, “is, ‘How can we help our clients to grow and succeed and endure in the marketplace?’” ​

Wealth Management M&A Deals on Track to Top 200 This Year

Added on July 2019 in M&A Issues
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Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.

My Story July 8, 2019: Firm Adding Advisors in the South

Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.

Family Office Services Drive the Organic Growth Necessary for RIA M&A

Added on July 2019 in M&A Issues
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Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.

Beyond M&A: Four golden rules for RIAs to boost business

Added on June 2019 in M&A Issues
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Summary: The RIA industry has demonstrated healthy growth over the past few years thanks to a vibrant mergers and acquisitions (M&A) environment and strong market returns. But to drive sustainable and profitable growth over the long term, RIA firms need to start implementing strategies that will help them to deepen existing client relationships, while also reaching new clients and talent pools.

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