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.
From InvestmentNews
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Summary: As investment advisory firms cope with disruptions caused by the coronavirus pandemic, business continuity plans have become their top compliance concern, according to a report released Friday.
From DealQuest
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Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –
A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!
