From InvestmentNews
Added on February 2019 in M&A Issues
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Summary: Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages approximately $350 million in assets.
From WealthManagement.com
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
From RIA Match
Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories' We hope you benefit by these listings and welcome your feedback.
From ThinkAdvisor
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.
From InvestmentNews
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Summary: It took a while before it became a top priority, but Leon LaBrecque can finally rest easy knowing that at 63, his business succession plan is in place.
