From wealthmanagement.com
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 4422 times | 0 comment
Summary: RIA firms and consolidators—defined as an organization whose business model is predicated on making RIA acquisitions—have dominated M&A over the last couple years. But lately private equity firms and banks are again buying RIA firms.
From wealthmanagement.com
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4328 times | 0 comment
Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.
From Financial Planning
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4544 times | 0 comment
Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
From Financial Planning
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 4689 times | 0 comment
Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
From InvestmentNews
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4404 times | 0 comment
Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
