Added on November 2023 in M&A Issues
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Summary: Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.
Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
Added on October 2023 in M&A Issues
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Summary: The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm.
Added on October 2023 in M&A Issues
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Summary: As the former chief executive of Advisor Group and Cetera Financial Group, Roth ran giant broker-dealer networks during the financial crisis and the bull run in the stock market that materialized afterwards. He’s now managing partner of his own consulting firm, RLR Strategic Partners, and a member of the board of Oppenheimer & Co. Inc., as well as holding other positions in the industry.
Added on August 2023 in M&A Issues
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Summary: Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it comes to M&A in the wealth management space, where a 2023 slowdown is hotly debated.
