From Financial Planning
Added on August 2020 in M&A Issues
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Summary: Advisor movement is spiking. There are a number of factors driving this trend. Here’s a short list.
From ThinkAdvisor
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Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.
From InvestmentNews
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Summary: The pandemic has served as a wake-up call for the CEOs of registered investment advisers and multifamily offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs.
From Wealth Management
Added on July 2020 in M&A Issues
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Summary: After the year we’ve had so far, not many of us would say no to some more stability in our lives. That counts double for the RIA industry. A graying workforce weighs its options for exit plans, and the pressure to compete makes inorganic growth an attractive prospect. After spending hours combing through the terms of dozens of M&A transactions for our annual RIA Deal Room Report, I realized buyers and sellers last year showed a greater hunger than ever for the perceived safety of cash deals.
From ThinkAdvisor
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Summary: The big question is: Can I socialize with anyone during the summer?
Life in some places is getting gradually closer to normal. Maybe it won’t be exactly the same, but humans are social. We like to see people, meet and greet our friends.
