Added on February 2023 in M&A Issues
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Summary: John Furey is the Founder and Managing Partner of Advisor Growth Strategies (AGS), the firm he launched in 2009 to help business owners advance their financial advisory firms. Since the inception of AGS, John has worked with over 300 firms representing $400+ billion in investable assets. AGS has been trusted to help with some of the most important strategic decisions in the lifecycle of advisory including structuring new entities, optimizing business performance, and transaction advisory (M&A).
Added on January 2023 in M&A Issues
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Summary: In the first week of the new year, active acquirers in the registered investment advisor space announced a spate of new transactions. Some got done last year, but others closed this week or are slated for this quarter. Not a comprehensive list, these deals may indicate the RIA M&A market will remain vigorous in 2023
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Summary: As Mike Leverty, the founder and CEO of Leverty Financial Group in Wisconsin, recently told ThinkAdvisor, the work of serving clients in 2023 is about so much more than picking stocks and bonds. A big reason why, Leverty says, is the fact that individuals’ financial lives have themselves become so much more complicated, especially when it comes to planning for retirement.
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Summary: As DeCenso explains in the Q&A dialogue presented below, the prospects for growth remain highly compelling. Simply put, as the financial lives of Americans at all wealth levels grow increasingly complex, the services of skilled advisors are in higher and higher demand.
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Summary: Each year, industry players sit down and read the tea leaves to spot the subtle yet dramatic changes happening in the independent wealth space and to identify the key underlying themes that will shape the industry going forward.
