From ThinkAdvisor
Added on July 2020 in M&A Issues
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Summary: The coronavirus crash likely means many advisors nearing retirement will dash to the nearest exit. Let’s face it: It’s tough to be a financial advisor when the markets are savaging client portfolios.
From ThinkAdvisor
Added on July 2020 in M&A Issues
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Summary: In the second quarter, the number of RIA mergers and acquisitions fell 20% from the prior period, hitting 35 total, says Echelon Parnters. This weakness and other factors also could bring the total tally of deals in 2020 down 20% from 2019.
From InvestmentNews
Added on July 2020 in M&A Issues
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Summary: The economic fallout from COVID-19 poured cold water on an otherwise white-hot market for merger and acquisition activity in the wealth management space.
From RIA Match
Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works! As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world. Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.
From ThinkAdvisor
Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.
