Added on February 2020 in M&A Issues
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Summary: Let your match know you like their profile with an Indication of Interest (IOI). The IOI button is in the toolbox in your match’s profile. IOIs are free for all subscribers! Begin communicating with your matches.
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.
