From ThinkAdvisor
Added on January 2019 in M&A Issues
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Summary: Despite the zig-zag motions of the stock market toward the end of 2018, RIAs are upbeat for 2019, according to a recent TD Ameritrade Institutional 2019 Sentiment survey. One sign of positivity is the record number of mergers and acquisitions executed in 2018, according to DeVoe & Co. Both reports found optimism in the RIA community, yet with some caution.
From InvestmentNews
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Summary: Attracting and retaining top talent in the financial advice industry are of critical importance — employees are, after all, the lifeblood of a successful advisory firm.
From RIA Match
Added on January 2019 in M&A Issues
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Summary: We started in 1985, and an Independent RIA in 2004. We work with a limited BD. Advisors or firms that join us can choose to join our RIA only, or to affiliate with the BD as well. 90% of our business is fee based. We have 16 locations throughout the US, and have 100 advisors. Our firm manages over 11B of Assets. If you are interested in a move, succession plan, or purchase, please reach out.
From Financial Planning
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Summary: I first met John Bogle about 16 years ago after I wrote him a letter thanking him for his work and telling him how much I’d like to meet him. A week later, I received a handwritten card telling me that he was going to be in my area in the next month and would be “pleased to set up a meeting.”
From WealthManagement.com
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Summary: [Podcast] My guest on today’s podcast is Lisa Kirchenbauer. Lisa is the founder and president of Omega Wealth Management, an independent RIA in the Washington, D.C. area that oversees more than $100 million of assets for nearly 100 affluent clients.
