From Yahoo News
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Summary: While RIAs are adapting to new regulations, anxieties of client acquisition and other business concerns that could constrain their firm’s growth, many are looking to evolve their business by reassessing their value proposition.
From Financial Planning
Added on February 2017 in M&A Issues
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Summary: Banks and credit unions are out in force in search of RIAs and independent advisory practices to acquire. The problem is they can't find them.
From IRIS
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Summary: If you’re in the minority and exactly on track to realize your vision, then congratulations – it’s no small feat. If you’re in the majority then I’d suggest, humbly, that you need to look at your business planning very differently this year. Rather than thinking about incremental growth, I’d encourage you to think about your vision and the steps you need to take toward more transformative change.
From FPA
Added on February 2017 in M&A Issues
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Summary: After a gratifying 25-year career as a financial adviser, I began a search for an ideal buyer of my sole proprietor practice in 2010. Over two-and-a-half years, I interviewed 10 financial advisory firms that had the potential to be candidates until I narrowed it down and found a very reputable firm to take over my clients.
From Financial Planning
Added on February 2017 in M&A Issues
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Summary: Subacquisitions, the purchase of a smaller RIA by a larger firm that itself had been previously acquired, have nearly quadrupled since 2014 and now comprise 22% of all M&A transactions by established RIAs, according to DeVoe & Co.'s latest industry report.
