Added on September 2018 in M&A Issues
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Summary: For advisers who yearn for independence, going independent on their own can seem like the perfect solution. Advisers are attracted by the flexibility of the registered investment adviser model and the ability to serve their clients in a conflict-free way. They want to be entrepreneurial, create enterprise value and access best-of-breed technology solutions to deliver an optimal client experience.
Added on August 2018 in M&A Issues
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Summary: The merger between LJPR Financial Advisors and Sequoia Financial Group can be compared to a blind date gone perfectly right.
Added on August 2018 in M&A Issues
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Summary: In his book “Freakonomics,” University of Chicago economist Steven Levitt and journalist Stephen J. Dubner explain the economics of residential real estate transactions, which may come as a surprise.
Added on August 2018 in M&A Issues
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Summary:AssetMark, a turnkey asset management platform, or TAMP, that offers investment and consulting services to financial advisors, said Monday it acquired Global Financial Private Capital in a deal that surprised few in the industry.
Added on August 2018 in M&A Issues
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Summary: So far, 2018 has had an up quarter and then a down quarter for the number of RIA mergers and acquisitions that have transpired, according to TD Ameritrade.
