Added on September 2015 in M&A Issues
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Summary: CAPTRUST Financial Advisors is in the middle of finalizing its second merger since July after the firm entered into an agreement to fold Parker Carlson & Johnson Investment Management into its wealth management unit.
Added on September 2015 in M&A Issues
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Summary: Some advisers dream of acquiring another practice. Their wish list may include doubling their assets under management and creating a regional or even national presence.Such things are possible if an acquisition goes well. Not every deal is a winner, though. Firm cultures may not mesh, the paperwork may be overwhelming and clients may leave, taking assets with them.
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Summary: A growing number of businesses are starting to focus on robo-advisers, who provide a simple process to typically match personal goals to a low cost portfolio. Whether you think they are good or bad, there’s probably little protection from their impact. In fact, wherever you sit in the financial service supply chain, a robo will probably be “visiting” you, your clients and prospects soon.
Added on September 2015 in M&A Issues
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Summary: Planners have to team up – and bring in an outside investor – to rapidly grow. For example: family office veteran Rick Flynn, who’s spent years serving ultrahigh-net-worth clients, just doubled the size of his new firm.
Added on September 2015 in M&A Issues
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Summary: Market valuation can provide especially useful insights to business owners who anticipate selling their firm in the near future. Although buyers may differ on the factors they care most about, valuation can often explain why one firm gets a high offer and another is sold for a so-so price.
