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.
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.
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.
Added on June 2020 in M&A Issues
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Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.
