Added on November 2019 in M&A Issues
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Summary: The aging financial adviser demographic is expected to put $1.6 trillion worth of client assets in play over the next five to 10 years, according to research from Cerulli Associates.
Added on October 2019 in M&A Issues
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Summary: Shirl Penney grew Dynasty Financial Partners to help liberate financial advisory teams from the conflicted shackles of Wall Street’s banks and investment houses. Earlier this year, the firm itself moved away from the city of legacy finance, relocating its headquarters from Manhattan to St. Petersburg, Fla., for, he says, that city’s pool of young talent, a growing presence of other independent financial services firms and a better lifestyle for employees.
Added on October 2019 in M&A Issues
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Summary: I spoke at a conference recently, and I couldn't help but notice the advanced ages of many of my peers.
Added on October 2019 in M&A Issues
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Summary: I've been running my own practice for roughly five years. It has been built from scratch using a phone and forming relationships with CPA's. I did Investment Banking and Ag Banking before I started my own firm. I am looking for someone that needs a subadvisor or succession plan. I have a very aggressive work ethic but never had a mentor to give direction on building a book of business.
Added on October 2019 in M&A Issues
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Summary: As the RIA industry matures, consolidates, grows, and evolves, many of our clients contemplate M&A transactions, changing their technologies or workflows, or they may strive to break away from their current employer to build their own RIA. We focus our attention on building and improving the operations and efficiencies of these firms, and often write practice management pieces to share our learnings and best practices.
