Added on February 2015 in Join an RIA
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Summary: Advisors are on the move. The conditions are perfect -- which is another way of saying the six-year-run of notching record gains in the stock market may be coming to an end. Despite years of sky-high recruiting packages, advisors have been hesitant to move. Making money in a market that has returned nearly 200% since the lows of 2009 has been relatively easy. Plus, firms have been handing out retention bonuses to keep everyone right where they are. In such a good business environment, why move?
Added on February 2015 in M&A Issues
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Summary: Interest in dealmaking remains sky high, but actually closing a transaction is anything but easy. At a breakout session devoted to closing deals at TD Ameritrade's national conference, a trio of prominent buyers of RIA firms discussed what they were looking for when assessing a seller.
Added on January 2015 in M&A Issues
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Summary: Propelled by breakaway brokers, interest from banks and wealth management success, the growth forecast for advisory firms this year is robust, according to one of the industry's leading investment bankers.
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Summary: InvestmentNews hosted a roundtable of technology executives from independent broker-dealers and custodians to learn about the biggest issues they're tackling, what they're hearing from advisers and what they plan to focus on next. Here's what they had to say:
Added on January 2015 in M&A Issues
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Summary: Savant Capital Management didn't just buy an accounting firm -- the $4 billion RIA also bought a hedge against future revenue risk, says CEO Brent Brodeski.
