From WealthManagement.com
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Summary: Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker-dealers
From OnWallStreet
Added on June 2016 in M&A Issues
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Summary: While most planners focus exclusively on managing their clients’ liquid portfolios, they may miss a valuable opportunity to help when clients are interested in selling their closely-held businesses. .
From Think Advisor
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Summary: What differentiates a top-performing advisory firm from others? It’s a crucial question not only for successful firms, which naturally want to maintain their leadership, but also for other firms that want to join the pantheon of industry leaders.
From InvestmentNews
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Summary: RIA firms like Beacon, as well as larger wirehouses such as Wells Fargo and Morgan Stanley, are seeking to harness the power of social media more than ever before while treading carefully to keep within regulatory requirements. It's a way for advisers to stay on top of any professional and personal developments in their clients' lives that may require special financial attention.
From Nerd's Eye View
Added on June 2016 in M&A Issues
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Summary: With a large number of financial advisors approaching retirement in the next 10 years, there has been a growing interest in advisor mergers, acquisitions, and succession plans. In many cases, though, deals don’t get done because it’s difficult to find a buyer and a seller who are a good match. And in some cases, the probably is simply that it’s too difficult to get financing for the transaction.
