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Summary: Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive.
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Summary: Gail House was forced into retirement last year at age 58, after serving two decades as the principal safety manager for her Orlando, Fla., employer.
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Summary: Back in 2010, the husband-and-wife co-founders of their eponymous RIA, set out to make themselves "dispensable" to the firm they'd created through the merger of their separate practices two years earlier. The plan was to do so by 2020.
Added on February 2019 in M&A Issues
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Summary: Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages approximately $350 million in assets.
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Summary: Despite the return of market volatility, when it comes to independent financial advisor transactions, it continues to be a seller’s market, with buyers continuing to outstrip sellers by a wide margin.
