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How RIA Culture Is Shifting, in 7 Charts

From ThinkAdvisor
Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.

Deals and Dealmakers: An M&A Deep Dive

From Wealth Management
Added on September 2022 in M&A Issues
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Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.

How Smaller RIAs Can Compete in Today's Cutthroat M&A Game

From Barron's
Added on August 2022 in M&A Issues
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Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?

Historic Q2 RIA M&A Volume Likely to Result in Another Record Year

From Wealth Management
Added on July 2022 in M&A Issues
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Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.

 

6 Questions to Ask Yourself Before You Sell Your Advisory Firm

From ThinkAdvisor
Added on June 2022 in M&A Issues
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SummaryThere are two things that are usually true about transitions: They are not easy, and they never go off without a hitch. And like a round of golf, you need to be ready to scramble, since things often don’t go the way you planned. Selling your advisory practice is one of the biggest transitions you may ever make in your career — but for me, it was also one of the best decisions of my life. 

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