From wealthmanagement.com
Added on October 2019 in M&A Issues
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Summary: With news of major deals across the financial advice industry filling headlines on a weekly basis and a more robust range of financing options emerging to facilitate practice acquisitions, successful younger advisors have become increasingly focused on purchasing other practices as a path to further growth.
From RIA Match
Added on September 2019 in M&A Issues
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Summary: I am looking for a good-natured RIA. I have been in the business for a good while. I think I make for a good partner with no hassles. We need to be able to share our ideas and advice. If you are looking to join an established firm, with a friendly environment. Get in touch with me.
From InvestmentNews
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Summary: Millennials are now the largest generation in the U.S. workforce. Constituting just over one-third, a considerable number of this cohort are working as independents rather than as employees.
From ThinkAdvisor
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Summary: Over the years working with independent advisory firm owners, I’ve seen what works — and what doesn’t. One area where my experience has been particularly enlightening is succession planning.
From ThinkAdvisor
Added on September 2019 in M&A Issues
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Summary: This shouldn’t take us by surprise: Deloitte’s survey early in the year found that 76% of U.S. M&A executives and 87% of M&A leaders at private equity firms expected the number of deals to increase in 2019. I’d call that a pretty solid consensus.
