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).
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.
