M&A Issues

Search the solutions to practice valuation; study the methods of purchase and sale, merger and aquisition. Understand the essentials of due diligence.

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RIA M&As Keep on Chugging: Fidelity

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.

Wealth Adviser M&A Soars as Goldman, Private Equity Eye Fees

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.

RIA consolidation could put $2.4 trillion in play over next decade

Added on November 2019 in M&A Issues

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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.