Added on February 2020 in M&A Issues
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Summary: Sandra Nesbit expected lemonade. What life served up instead, when she merged her RIA with a national wealth management firm, was lemons.
Added on January 2020 in M&A Issues
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Summary: Two Illinois-based registered investment advisers are combining to create an $8 billion advisory firm that will operate as Savant Capital Management.
Added on January 2020 in M&A Issues
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Summary: Recent eye-popping M&A deals are reshaping much of wealth management and leading thousands of financial advisors to switch firms. While the record-breaking consolidation affects each company and advisor differently, a look at some of the most recent moves can illuminate the key trends in the rapidly evolving industry.
Added on January 2020 in M&A Issues
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Summary: The stats alone are impressive. More than 20 mega teams — those managing $1 billion or more in assets — switched firms last year.
Added on December 2019 in M&A Issues
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Summary: No, that's not a premise for a TV sitcom – it actually describes my family's life-changing leap from city to country six years ago. The implications of that transition (which, I assure you, persist) often come to mind as I see the unprecedented number of RIAs taking their own major leaps into transformational mergers and acquisitions (M&A).
