Added on February 2022 in M&A Issues
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Summary: Merchant Investment Management, a New York-based private partnership that provides growth capital and resources to independent financial services companies, has taken an undisclosed minority stake in Summit Investment Advisory Services, a Roseville, Minnesota-based registered investment advisory firm managing $490 million.
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Summary: AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called WealthBuilder Prospecting, is designed to provide “a gateway for interested leads to start a low-friction discovery process” with one of the more than 8,500 advisors on AssetMark’s platform.
Added on February 2022 in M&A Issues
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Summary: [video] Advisor Growth Strategies' Brandon Kawal details why RIA valuation levels are rising.
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Summary: Advisors often find themselves pulled in several directions at once. They must keep their clients happy. They must allocate time for prospecting. They need to interact with their team so that everyone feels valued.
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Summary: The Great Resignation has not spared the wealth management industry, and firms would be wise to take heed of one of my grandmother's stark sayings, “You don’t miss your water until the well runs dry.”
