From Barron's
Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
From CityWire
Added on March 2022 in M&A Issues
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Summary: RIAs today might see private equity as a bottomless reservoir of cash, but PE funds weren’t always so eager to dish money out to fiduciary wealth managers.
From Barron's
Added on March 2022 in M&A Issues
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Summary: It’s not surprising, given that RIA merger and acquisition activity had another record-breaking year last year, with 242 transactions, according to DeVoe & Company, a provider of consulting, M&A, and valuation services to wealth management firms. That’s up 52% from 2020, when 159 transactions were completed, DeVoe data show.
From Wealth Management
Added on March 2022 in M&A Issues
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Summary: For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors.
From InvestmentNews
Added on February 2022 in M&A Issues
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Summary: As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
