Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.
Added on September 2022 in Form an RIA
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Summary: While asset-based advisory fees continue to push commissions into the background, a new generation of financial planners has joined some veteran industry analysts in critiquing the assets-under-management model and advocating for alternatives.
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Summary: Advisors are facing a far greater risk of a data breach than they were even six months ago, but the safety net — cyber insurance — has become much more costly
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.
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Summary: Don’t let the dazzling dollar signs and valuation multiples in today’s wealth management M&A market fool you. A great offer isn’t easy to come by. In my years of combing through transaction data and deal structures, I have discovered that the greatest rewards go to sellers who understand that it’s the people in their firms and the types of clients they serve that ultimately shape the answer to the question: “What makes your firm any different?”
