Added on January 2020 in M&A Issues
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Summary: The stats alone are impressive. More than 20 mega teams — those managing $1 billion or more in assets — switched firms last year.
Added on December 2019 in M&A Issues
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Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).
Added on December 2019 in M&A Issues
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Summary: Fidelity Investments reported Friday that robust M&A activity continued in November, with 10 RIA transactions announced in the month.
Added on December 2019 in M&A Issues
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Summary: (Bloomberg) - Investment adviser deals, once a fragmented backwater of financial services, are surging as Wall Street eyes fees in a business with pricing power.
Added on November 2019 in M&A Issues
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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.
