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Strategic Acquirers with 'Strong Pipelines' in Wealth Management M&A: Fidelity

Added on May 2023 in M&A Issues
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Summary: The wealth management space is set for more mergers and acquisitions thanks to strong pipelines reported by strategic acquirers, as private equity continues playing a major role, according to a recent report.

4 ways to manage your company's "emotional culture"

Added on May 2023 in Thought Leadership
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Summary: Some may argue that it’s invasive to take an active interest in the emotional wellness of your staff. Still, the American Psychological Association (APA) found that 81% of workers in their 2022 Work and Well-being Survey are now looking for workplaces that support mental health and emotional stability.

RIA Edge Podcast: The Evolution of RIA M&A With Focus Financial's Rajini Kodialam

Added on May 2023 in M&A Issues
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Summary: Rajini Kodialam, Focus Financial's co-founder and chief operating officer, discusses the M&A opportunities that exist today for RIAs.

Employees are a key piece of the succession puzzle

Added on April 2023 in Plan for the Future
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Subject: Back in 2020, at the height of the pandemic, my long-time business partner and I sold our Houston-based registered investment advisor, with $450 million in assets under management, to a national integrator for a combination of cash, equity, and the fact that we were able to bring virtually all our employees along with us to the acquiring firm.

Meet the Externs

Added on April 2023 in Thought Leadership
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Summary: With an established career in government lobbying, advocacy and policy, Anna Bell Gall is typical of someone who registered for The Virtual Externship as part of a career change strategy. 

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