From InvestmentNews
Added on July 2017 in M&A Issues
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Summary: National Holdings' deal to acquire WFG Investments, an independent broker-dealer, has fallen apart.
From IRIS
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Summary: Influencer marketing is the art of using paid endorsements from people who have attracted sizable and loyal audiences online. In a recent Digiday article about the real cost of influencer marketing, it stated that the going rate for an influencer recommendation was $1000 for every 100,000 Instagram followers they have. YouTube star Pewdie Pie, with his 50 million followers, earns a staggering $15 million dollars a year with endorsements and ad revenue. This is all to prove the point: influencer marketing is a very real thing.
From Wall Street Jornal Online
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Summary: Financial adviser Ross Levin recently received an email purporting to be from a client requesting a $50,000 wire transfer for a down payment on an investment property.
From ThinkAdvisor
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Summary: Despite challenges from the proliferation of robo-advisors and passive investment vehicles, the RIA business is growing at a fairly brisk pace. According to Schwab’s latest RIA Benchmarking Study, the median AUM for RIAs with $250 million or more in assets grew at a 10% compounded annual rate from 2012 through 2016, to $593 million from $358 million.
From Financial Planning
Added on July 2017 in M&A Issues
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Summary: RIAs with less than $250 million in AUM remain highly prized in the red-hot M&A market. Mercer’s most recent transaction underscores the desirability of smaller RIAs.
