From Wealth Management
Added on November 2024 in M&A Issues
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Summary: As the wealth management industry evolves, mid-sized firms must actively participate in consolidation activity, transforming the space and looking for strategic opportunities to add scale and talent to ensure future success. From a seller’s standpoint, financial advisors may want to consider a mid-sized firm that has a similar service mindset, set of core values and culture that they have cultivated over the years.
From Wealth Management
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Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.
From InvestmentNews
Added on November 2024 in M&A Issues
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Summary: Next Tuesday, industry leaders and RIAs will gather under one roof in southern California to explore scalable growth strategies and some of the latest trends in wealth management, including how to better manage a practice.
From FA Magazine
Added on October 2024 in M&A Issues
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Summary: M&A activity among RIAs is solid and likely to continue. Demographics play a role, as many advisors are getting older and looking for a profitable exit. Private equity sees a way to upsell an industry by aggregating RIAs and selling them for a more significant multiple. For various reasons, there is a window for you to get a substantial return on your RIA. But it is just that, a window. The complication is that many advisors who want to grow their practices and are considering selling to facilitate accomplishing this goal will be very disappointed with the outcomes.
From InvestmentNews
Added on October 2024 in M&A Issues
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Summary: Dynasty Financial Partners CEO Shirl Penney explains why now is a good time to sell a wealth management practice.
