Added on October 2025 in M&A Issues
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Summary: RIA merger and acquisition activity has reached unprecedented heights in 2025, with the third quarter closing at 94 transactions – the highest quarterly total ever recorded, according to the latest DeVoe & Company RIA Deal Book.
Added on October 2025 in M&A Issues
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Summary: RIA mergers and acquisitions set a quarterly record with 94 transactions in the July-to-September period, surpassing the previous high of 81 in the 2024 fourth quarter, DeVoe & Co. reported Wednesday.
Added on August 2025 in M&A Issues
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Summary: According to a recent study, conducted by Wealth Management IQ in partnership with United Planners, the advisory firm M&A landscape remains robust in 2025. This survey shows how firms are heavily focused on inorganic growth strategies despite market volatility. Though the majority of firms report increased valuations over the past year the projections show optimistic growth to continue in 2025.
Added on March 2025 in M&A Issues
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Summary: Back in January of this year when stocks were charging upwards and the sky seemed the limit, hiring expectations in the financial services industry remained, well, sky high. But what about now? Has the employment outlook changed at all since the market’s March reversal? Wall Street job hoppers - and seekers - need to know.
Added on March 2025 in M&A Issues
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Summary: Shelby Nicholl, an independent consultant working with financial advisors and wealth planners aiming to change firms, suggests several questions they should ask themselves when considering a switch.
