Added on September 2015 in M&A Issues
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Summary: Big fund firms like BlackRock and Fidelity are scurrying to get into the robo-advising game. But in a twist focused on creating closer ties between traditional financial advice-giving and investment management, one midsize wealth manager is merging its business with a pure-play asset manager.
Added on September 2015 in M&A Issues
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Summary:I’m betting that the chorus of “Should I Stay or Should I Go,” the 1982 song by The Clash, has come to mind for every Barclays-affiliated advisor over the past several months. When Stifel Financial announced its intent to acquire Barclays’ 180+ advisor wealth management unit, the news sent shockwaves throughout the advisor world.
Added on September 2015 in M&A Issues
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Summary: Mergers and acquisition activity among registered investment advisers may be a lagging market indicator as market growth finally seems to be boosting the number and size of deals in the channel.
Added on September 2015 in M&A Issues
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Summary: With about 30 firms now a part of Dynasty Financial, the firm sees no end in sight as it added a Wells Fargo team to its network on Monday.
Added on August 2015 in M&A Issues
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Summary: Working with a mergers and acquisitions specialist will help to achieve a good deal and a smooth transition. They’ll assist in valuations, finding buyers and doing their due diligence. They’re also somewhat of a hand holder for those selling a business for the first time, who likely have many questions and concerns.
