From Barron's
1 visitor like this article | Viewed 1927 times | 0 comment
Summary: Don’t let the dazzling dollar signs and valuation multiples in today’s wealth management M&A market fool you. A great offer isn’t easy to come by. In my years of combing through transaction data and deal structures, I have discovered that the greatest rewards go to sellers who understand that it’s the people in their firms and the types of clients they serve that ultimately shape the answer to the question: “What makes your firm any different?”
From Wealth Management
Added on July 2022 in M&A Issues
0 visitor like this article | Viewed 1919 times | 0 comment
Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.
From
0 visitor like this article | Viewed 1750 times | 0 comment
We are grateful to the RIA Community we have served over the past 12 years and look forward to the next 12.
From InvestmentNews
0 visitor like this article | Viewed 2108 times | 0 comment
Summary: As collaboration platforms replace email as the primary form of internal communications, firms must take the necessary steps to protect themselves and their employees.
From Barron's
0 visitor like this article | Viewed 2419 times | 0 comment
Summary: As Kevin Myeroff explains it, many of his peers gripe about how difficult it is to find young talent and yet they refuse to pay up for it. “We created an apprenticeship that lasts for five years” that also “paid a working wage,” says the principal and senior strategic advisor of Akron, Ohio-based Sequoia Financial Group, a Barron’s-ranked top RIA firm. “We had to do it a different way because the traditional way was not working.”
