From Financial Advisor IQ
Added on February 2015 in M&A Issues
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Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.
From wealthmanagement.com
Added on February 2015 in M&A Issues
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Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.
From Think Advisor
Added on February 2015 in M&A Issues
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Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.
From Financial Planning
Added on February 2015 in M&A Issues
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Summary: Interest in dealmaking remains sky high, but actually closing a transaction is anything but easy. At a breakout session devoted to closing deals at TD Ameritrade's national conference, a trio of prominent buyers of RIA firms discussed what they were looking for when assessing a seller.
From Financial Planning
Added on January 2015 in M&A Issues
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Summary: When a firm in the advisory business refers to assets, it’s widely presumed they mean AUM. Indeed, the SEC has a strict definition of assets under management, which advisory firms must report on their Form ADV.
