From Financial Planning
Added on January 2018 in M&A Issues
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Summary: Deals are being transacted at a record pace, capital is pouring in and strategic buyers, led by well-financed RIAs, are frantically plotting to consummate more acquisitions in 2018.
From Financial Planning
Added on December 2017 in M&A Issues
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Summary: Financial advisors’ value will grow in 2018, on the strength of new technology tools, M&A deals and a sense of relief around the fiduciary rule.
From Financial Planning
Added on December 2017 in M&A Issues
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Summary: MIAMI BEACH, Fla. - Exactly how RIAs are valued is a matter of long-standing debate, and the topic is more relevant than ever in the midst of a red-hot market. According to Vic Esclamado, managing director at DeVoe & Company there are three drivers of value RIAs can't afford to ignore: growth, cash flow and risk.
From InvestmentNews
Added on December 2017 in M&A Issues
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Summary: Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest
From WealthManagement.com
Added on November 2017 in M&A Issues
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Summary: For growing advisory firms, acquisitions are increasingly seen as a viable path forward; for advisors looking to exit the business, selling is seen as an easy way to monetize the business at the end of a career.
