From Wealth Management
Added on June 2023 in M&A Issues
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Summary: While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.
From FA Magazine
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Summary: Incubating those investors who will be wealthy some day is an important role for firms of all sizes, according to a panel of experts speaking at the Invest In Women conference held by Financial Advisor magazine in Atlanta last week.
From FA Magazine
Added on May 2023 in M&A Issues
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Summary: Most investors suffered a stomach-churning rollercoaster ride last year as market uncertainty ruled the day. But what was happening to client portfolios did little to affect the appetites of either buyers or sellers in the RIA space. When it came to merger and acquisition (M&A) activity among RIA firms, 2022 was a year of more of the same. Only more so, as new records were set in terms of volume and multiples.
From ThinkAdvisor
Added on May 2023 in M&A Issues
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Summary: The wealth management space is set for more mergers and acquisitions thanks to strong pipelines reported by strategic acquirers, as private equity continues playing a major role, according to a recent report.
From Yahoo Finance
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Summary: Some may argue that it’s invasive to take an active interest in the emotional wellness of your staff. Still, the American Psychological Association (APA) found that 81% of workers in their 2022 Work and Well-being Survey are now looking for workplaces that support mental health and emotional stability.
