Added on March 2016 in M&A Issues
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Summary: Advisors should first thoroughly understand why they are really seeking to team up with another firm, says Kevin J. Meehan, regional president of Wealth Enhancement Group in Itasca, Ill.
Added on February 2016 in M&A Issues
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Summary: Dealmaking among independent financial planners is poised to pick up this year after record merger activity in 2015, according to consulting firm DeVoe & Co.
Added on February 2016 in M&A Issues
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Summary: Aspiriant, an employee-owned RIA with over $9 billion in client assets, said it merging with the Glowacki Group, which has some $360 million in assets and is based in Los Angeles.
Added on February 2016 in M&A Issues
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Summary: Long-time owners thinking about selling to a larger firm: check your ego at the door.
Added on February 2016 in M&A Issues
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Summary: Advisors surveyed predict that about 20% of total AUM will transfer to the next generation with 10 years. To capture that business, Fidelity is urging advisors to engage the adult children of their existing clients and focus business development activities on younger investors.
