Added on November 2013 in M&A Issues
1 visitor like this article | Viewed 4612 times | 0 comment
Summary: Fidelity Institutional Wealth Services, a division of Fidelity Investments®, today unveiled new research from the 2013 Fidelity RIA Benchmarking Study that found two-thirds of participating firms (67 percent) reported they don’t have a succession plan ready for implementation
Added on October 2013 in M&A Issues
2 visitors like this article | Viewed 4478 times | 0 comment
Summary: Whenever advisors discuss mergers and acquisitions, a handful of hot-button issues invariably dominate the conversation. And two prominent industry M&A experts offered some spirited discussions on a few of these contentious issues at the Deals & Deal Makers Summit in Santa Monica, Calif.
Added on October 2013 in M&A Issues
1 visitor like this article | Viewed 4676 times | 0 comment
Summary: Fidelity Institutional Wealth Services recently held the inaugural M&A Idea Exchange as part of their expanding mergers-and-acquisitions and consulting program for advisory firms. The sole purpose of the gathering was to discuss the state of M&A and how to better support the industry’s growth through M&A.
Added on October 2013 in M&A Issues
1 visitor like this article | Viewed 5113 times | 0 comment
Summary: As the financial planning profession matures, there is a growing interest in the opportunities to buy and sell financial planning practices, both for investors, for existing firms looking to grow, and for new planners looking to enter the business. However, industry statistics suggest that relatively few deals are happening (and are generally only for larger firms).
Added on October 2013 in M&A Issues
1 visitor like this article | Viewed 4465 times | 0 comment
Summary: This article discusses important mergers and acquisitions including Berkshire Hathaway and 3G Capital Partners' purchase of HJ Heinz, Dell going private with Silver Lake, and more.
