0 visitor like this article | Viewed 1534 times | 0 comment
Summary: A recent ABA Formal Opinion 507 addresses office sharing arrangements, which are becoming more common post-COVID. More virtual offices mean that law practices don’t need “brick and mortal” office space (that is, space owned or rented by the firm) just for themselves. Instead, two or more law practices share certain common office facilities, overhead expenses (for example, rent, furniture, equipment and even utilities) and perhaps support staff (for example, a common receptionist, office assistants and perhaps paralegals)
Added on July 2023 in M&A Issues
0 visitor like this article | Viewed 1556 times | 0 comment
Summary: Merger and acquisition activity involving registered investment advisors saw a slight dip during the second quarter even as private equity investors continue to influence deal volume and valuations.
0 visitor like this article | Viewed 1647 times | 0 comment
Summary: With M&A activity continuing to blossom and the average age of financial advisors being well over the age of 50, succession planning for financial advisors is becoming an increasingly important subject and area of focus.
0 visitor like this article | Viewed 1641 times | 0 comment
Summary: Financial advisors have shown almost unanimous support for using financial technology products for key elements of their working week. A poll of more than 800 advisors across the U.S. shows that 95% reported using fintech for processes such as trading and clearing, portfolio rebalancing and investment analytics.
Added on June 2023 in Blog
2 visitors like this article | Viewed 6338 times | 0 comment
RIAs (Registered Investment Advisers) can face challenges and potential failures in the context of mergers and acquisitions (M&A) for several reasons. Here are some common factors that can contribute these challenges.
