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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.
Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories' We hope you benefit by these listings and welcome your feedback.
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Summary: Too many firms today have their value propositions wrapped up in vague assertions of “culture” without defining that term or explaining how they will put it into practice to benefit advisors and their staffs.
