Added on December 2018 in M&A Issues
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Summary: The financial advice industry frequently focuses on the rise of registered investment advisers and the independent broker-dealer market when it talks about trends in the business. But quietly making a comeback are regional broker-dealers, firms that traditionally focused on a specific part of the country but which in some cases have grown into national firms.
Added on December 2018 in M&A Issues
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Summary: As 2018 wraps up, it looks like another year of record-level consolidation in the financial advisory space. Following are the 10 biggest deals of the year, according to Devoe & Co.
Added on December 2018 in M&A Issues
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Summary: 29 year old CFP® with 7 years of experience within wirehouse. I currently run my own book of business and am looking to get a better understanding of what opportunities may exist. I am intentional about the relationships I maintain and how I'm building my practice. My goal is to ensure I'm doing everything I can and should be for my clients and for my own career advancement.
Added on December 2018 in M&A Issues
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Summary: Succession planning is complicated for a multitude of reasons, but it’s also like selling a house. There are various factors that impact your property’s selling potential — an updated kitchen or an outdated bathroom. While understanding the various components that add or decrease resale value of your house is relatively easy, selling an advisory practice is much less obvious.
Added on December 2018 in M&A Issues
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Summary: Broker-dealer M&A activity continues as 2018 draws to a close, with Wentworth Management Services on Friday announcing its acquisition of World Equity Group, a midsized independent broker-dealer outside Chicago with close to 180 brokers and nearly $40 million in annual revenue.
