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WMIQ: Navigating the Current RIA M&A Market

From Wealth Management
Added on February 2024 in M&A Issues
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Summary: Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.

 
 

2024: The Year of the Creative RIA Deal

From Wealth Management
Added on January 2024 in M&A Issues
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Summary: Dealmakers in the registered investment advisory space are expected to get more creative in structuring transactions next year, according to industry-focused transaction advisory firm Advisor Growth Strategies.

MarketCounsel Summit Zooms in on RIA Growth

From ThinkAdvisor
Added on December 2023 in M&A Issues
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Summary“Operational complexity is the No. 1 reason that advisors are selling today,” he said. “What was once a collegial environment in the industry is no longer, as firms are fighting for a limited talent pool.” 

 

7 ways independent wealth management firms are consolidating

From Financial Planning
Added on December 2023 in M&A Issues
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Summary: Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous record-breaking pace recede into calmer air.

'One Shot To Get It Right' When Scrutinizing Potential Buyers

From Wealth Solutions Report
Added on November 2023 in M&A Issues
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Summary:  Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.

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