Added on January 2020 in M&A Issues
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RIA Match Concierge Consulting Platform Prep
High-touch support for your firm’s succession planning and growth goals
RIA Match Concierge Consulting Platform Prep provides expert guidance and a consultative approach to create a roadmap to reach your succession planning and growth goals.
Concierge Consulting Platform Prep service provides the same foundational work as our full Concierge Service. Our industry experts crystalize your advisory firms’ vision and goals, and creates a guided Action Plan customized for your specific needs. Then you conduct the search. This new service level fits between the full white glove concierge service and the self-serve RIA Match platform.
The RIA Match Concierge Consulting Platform Prep Service consists of 2 calls
- Initial Discovery Call
- Optimized RIA Match profile
- Platform Action Plan
- Deliverables Call with:
- Review and delivery of Platform Action Plan
- Draft Content for the My Story section of your profile
- Draft correspondence to improve response rates
- Availability for future follow-up consultation and support; additional fees will apply.
Pricing:
$500
Resources: RIA Match FAQ
Added on January 2020 in M&A Issues
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Summary: The stats alone are impressive. More than 20 mega teams — those managing $1 billion or more in assets — switched firms last year.
Added on December 2019 in M&A Issues
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Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).
Added on December 2019 in M&A Issues
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Summary: Fidelity Investments reported Friday that robust M&A activity continued in November, with 10 RIA transactions announced in the month.
Added on December 2019 in M&A Issues
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Summary: (Bloomberg) - Investment adviser deals, once a fragmented backwater of financial services, are surging as Wall Street eyes fees in a business with pricing power.
