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Voices 4 reasons advisors are moving now

Added on August 2020 in M&A Issues
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Summary: Advisor movement is spiking. There are a number of factors driving this trend. Here’s a short list.

RIA M&A: Cash Deal Now or Opportunity Later?

Added on July 2020 in M&A Issues
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Summary: After the year we’ve had so far, not many of us would say no to some more stability in our lives. That counts double for the RIA industry. A graying workforce weighs its options for exit plans, and the pressure to compete makes inorganic growth an attractive prospect. After spending hours combing through the terms of dozens of M&A transactions for our annual RIA Deal Room Report, I realized buyers and sellers last year showed a greater hunger than ever for the perceived safety of cash deals.

10 Steps to Buying a Practice in the Pandemic

Added on July 2020 in M&A Issues
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Summary: The coronavirus crash likely means many advisors nearing retirement will dash to the nearest exit. Let’s face it: It’s tough to be a financial advisor when the markets are savaging client portfolios.

Advisor Deal Activity Could Drop 20% This Year: Echelon

Added on July 2020 in M&A Issues
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Summary: In the second quarter, the number of RIA mergers and acquisitions fell 20% from the prior period, hitting 35 total, says Echelon Parnters. This weakness and other factors also could bring the total tally of deals in 2020 down 20% from 2019. 

COVID-19 tamps down pace of RIA consolidation

Added on July 2020 in M&A Issues
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Summary: The economic fallout from COVID-19 poured cold water on an otherwise white-hot market for merger and acquisition activity in the wealth management space.

 

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