Added on July 2019 in M&A Issues
0 visitor like this article | Viewed 4346 times | 0 comment
Summary: DAVID CANTER LIKES TO THINK of his team at Fidelity Clearing & Custody Solutions as business consultants who just happen to be in the wealth management vertical. “Our orientation,” says the man in charge of serving some 3,000 registered investment advisors, “is, ‘How can we help our clients to grow and succeed and endure in the marketplace?’”
Added on July 2019 in M&A Issues
0 visitor like this article | Viewed 4058 times | 0 comment
Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.
Added on July 2019 in M&A Issues
0 visitor like this article | Viewed 4218 times | 0 comment
Summary: For advisors looking to get in on the action, the best way to improve a firm’s valuation is via organic growth, according to panelists at Pershing’s RIA Symposium in New York this week. And a few high-end RIAs speaking at the conference said their ancillary services, or family-office-like offerings, are driving that growth in their businesses.
Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 4197 times | 0 comment
Summary: The RIA industry has demonstrated healthy growth over the past few years thanks to a vibrant mergers and acquisitions (M&A) environment and strong market returns. But to drive sustainable and profitable growth over the long term, RIA firms need to start implementing strategies that will help them to deepen existing client relationships, while also reaching new clients and talent pools.
Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 4414 times | 0 comment
Value Proposition: I am a NextGen advisor who is looking for a firm who can utilize my skills to their full potential. Working through the politics at a wirehouse has stunted my growth potential and management does not understand the value I can provide. Reach out if you want someone who knows how to connect to the NextGen!
