From IRIS
Added on July 2016 in M&A Issues
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Summary: This is the type of value buyers look and pay for. Today we consider the multi-faceted growth plan that most businesses require if owners are to sell or transfer their companies for the amount of cash they need and want for their post-business lives.
From PFI Advisors
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Summary: There is always a dark side to success. The RIA market has been booming for years, consistently taking assets away from the traditional bank/wirehouse community, and now manages nearly $3 trillion in assets.
From Nerd's Eye View
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Summary: The path of becoming a financial advisor is viewed as a very entrepreneurial one, starting from scratch and building a client base who pay you for services, growing over time into a business that can generate substantial income for the advisor/owner/founder. The growing trend of independent advisors, whether in RIA or broker-dealer form, just further emphasizes the entrepreneurial spirit of the financial advisor community, and their desire to build businesses of value… or at least, a practice that can generate substantial ongoing income throughout their working years.
From WealthManagement.com
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Summary: Over the past five years, robo advisors figured out something the rest of the wealth management industry did not – accessibility and convenience are paramount for investors. The business of being an advisor today is just as much about being a service provider as it is being an investment expert.
From WealthManagement.com
Added on July 2016 in M&A Issues
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Summary: Plenty of practices are looking to make acquisitions in today’s environment. And having gone through this process multiple times over the last few years, we know that plenty of mistakes are being made along the way.
