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Summary: Orion’s McLaughlin Discusses Behavioral Finance, Growth Expectations, AI, Compliance, Data Integration, Estate Planning And More
Added on March 2024 in M&A Issues
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Summary: The registered investment advisor market hit an inflection point for mergers and acquisitions in 2023, as the largest RIA platforms got even bigger, with some approaching $500 billion in assets and many bringing on outside capital to accelerate organic and inorganic growth. The industry “saw the shift from a gold rush mentality to an institutional arms race,” according to a new report from management consulting and transaction advisory firm Advisor Growth Strategies.
Added on March 2024 in M&A Issues
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Summary: Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
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Summary: As long as the phones keep ringing, most RIA businesses are perfectly content to stick with tried-and-true tactics—the ones that brought them success in the first place. Do good work. Build relationships with clients. Introduce yourself to local attorneys. Then, watch your business grow.
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Summary: After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.
