Added on June 2019 in M&A Issues
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Summary: If the founder of Hightower gets his way, interested advisors might soon be enrolling in an institute for training “qualified successors.” That was one of the many ideas and topics floated at this year’s DeVoe & Company M&A+ Succession Summit in the Harvard Club of New York City.
Added on June 2019 in M&A Issues
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Summary: ThinkAdvisor had the chance to catch up with BNY Mellon|Pershing Advisor Solutions CEO Mark Tibergien at the firm’s recent RIA Symposium in Chicago. We got his thoughts on M&A trends, the breakaway movement, RIA affiliations and what RIAs can expect going forward.
Added on May 2019 in M&A Issues
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Summary: Seeking to join an existing RIA in the Colorado Springs area. I have earned a Bachelors from Arizona State, served as an Army officer for 4 years, and earned an MBA from Notre Dame. I am enthusiastic about serving clients and am seeking to join a firm that shares my client-first mentality.
Added on May 2019 in M&A Issues
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Summary: Veteran RIA dealmaker Peter Raimondi is getting serious traction, completing his fourth acquisition in just over a year to bring the AUM of Dakota Wealth Management to close to $1 billion.
Added on May 2019 in M&A Issues
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Summary: My guest on today’s podcast is Sabrina Lowell. Sabrina is an advisor and principal with Private Ocean, an independent RIA in the San Francisco area that oversees $2.2 billion of assets under management for nearly 1,000 affluent clients.
