Added on January 2017 in M&A Issues
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Summary: For the fourth straight year, M&A activity in the wealth management industry set a new record high, according to the "RIA M&A DealBook" from Echelon Partners.
Added on December 2016 in M&A Issues
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Summary: Thinking of buying or selling an RIA firm in 2017? Here are 10 — OK, 11 — tips that should help.
Added on December 2016 in M&A Issues
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Summary: Merger and acquisition deals flowed mightily this year, and few expect the torrent to slow in 2017.
Added on December 2016 in M&A Issues
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Summary: The exodus to independence saw a moderate drop-off this year among top-tier advisers. The biggest teams to exit the traditional brokerage model managed a combined $13.3 billion in client assets, and most of them were below the billion-dollar mark. That figure was $18.5 billion in 2015, according to On Wall Street reporting.
Added on December 2016 in M&A Issues
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Summary: After a disappointing 2016 for mergers and acquisitions, next year we’re likely in for a rebound, a new Deloitte report says, with 86 percent of private equity and 71 percent of corporate dealmakers expecting to close more deals in the next year. And
