Try one month free with this coupon: ria_match_promo

Home > 
Knowledge and Insight
« 3 4 5 6 7 »

All Articles


RIAs: Shopping for M&A deals? Better get your house in order first.

Added on December 2019 in M&A Issues
0 visitor like this article | Viewed 856 times | 0 comment

Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).

RIA M&As Keep on Chugging: Fidelity

Added on December 2019 in M&A Issues
0 visitor like this article | Viewed 760 times | 0 comment

Summary: Fidelity Investments reported Friday that robust M&A activity continued in November, with 10 RIA transactions announced in the month.

Wealth Adviser M&A Soars as Goldman, Private Equity Eye Fees

Added on December 2019 in M&A Issues
0 visitor like this article | Viewed 779 times | 0 comment

Summary: (Bloomberg) - Investment adviser deals, once a fragmented backwater of financial services, are surging as Wall Street eyes fees in a business with pricing power.

RIA consolidation could put $2.4 trillion in play over next decade

Added on November 2019 in M&A Issues
0 visitor like this article | Viewed 852 times | 0 comment

Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.

What's fueling the M&A frenzy?

Added on November 2019 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
« 3 4 5 6 7 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?