From InvestmentNews
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Summary: Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy."
From ThinkAdvisor
Added on July 2019 in M&A Issues
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Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.
From InvestmentNews
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Summary: With the July 4 holiday fresh in our minds, it strikes me that the word "independence" by itself no longer accurately describes the phenomenon that is changing the wealth management industry today.
From RIA Match
Added on July 2019 in M&A Issues
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Summary: We are looking to expand our client based as we are licensed in most of the south. We want 20 years in the industry as licensed 65 and 7 advisors. Female owned and looking to grow.
From InvestmentNews
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Summary: For Joe Reeves and Ron Butt, co-founders of Louisville, Kent.-based ARGI, the pursuit of a viable succession plan for their $2.6 billion financial planning firm was the original objective, but the ESOP provided the added bonus of giving all employees a potential stake in the RIA's ongoing success.
