Home > 
Knowledge and Insight > M&A Issues
« 2 3 4 5 6 »

All Articles


2024: The Year of the Creative RIA Deal

Added on January 2024 in M&A Issues
0 visitor like this article | Viewed 2599 times | 0 comment

Summary: Dealmakers in the registered investment advisory space are expected to get more creative in structuring transactions next year, according to industry-focused transaction advisory firm Advisor Growth Strategies.

MarketCounsel Summit Zooms in on RIA Growth

Added on December 2023 in M&A Issues
0 visitor like this article | Viewed 2483 times | 0 comment

Summary“Operational complexity is the No. 1 reason that advisors are selling today,” he said. “What was once a collegial environment in the industry is no longer, as firms are fighting for a limited talent pool.” 

 

'One Shot To Get It Right' When Scrutinizing Potential Buyers

Added on November 2023 in M&A Issues
0 visitor like this article | Viewed 2513 times | 0 comment

Summary:  Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.

Prospera to Buy Advisor Practices

Added on November 2023 in M&A Issues
0 visitor like this article | Viewed 2515 times | 0 comment

Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.

No jerks and lots of capital: M&A tips at Schwab Impact

Added on October 2023 in M&A Issues
0 visitor like this article | Viewed 2524 times | 0 comment

Summary: The contracts are signed, the champagne glasses have been clinked, and the deal to sell your RIA is done. Still, an owner of a registered investment advisor may have lingering doubts about selling his or her firm.

« 2 3 4 5 6 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?