From ThinkAdvisor
Added on August 2023 in M&A Issues
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Summary: Clearly, there has been a broad slowdown in mergers and acquisitions globally. But the picture is less straightforward when it comes to M&A in the wealth management space, where a 2023 slowdown is hotly debated.
From ThinkAdvisor
Added on July 2023 in M&A Issues
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Summary: U.S. antitrust agencies stepped up the Biden administration’s crackdown on mergers and acquisitions with a sweeping overhaul of rules the government uses to determine whether deals violate competition law.
From InvestmentNews
Added on July 2023 in M&A Issues
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Summary: Merger and acquisition activity involving registered investment advisors saw a slight dip during the second quarter even as private equity investors continue to influence deal volume and valuations.
From Wealth Management
Added on June 2023 in M&A Issues
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Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.
From InvestmentNews
Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
