Added on October 2023 in M&A Issues
0 visitor like this article | Viewed 2510 times | 0 comment
Summary: As the former chief executive of Advisor Group and Cetera Financial Group, Roth ran giant broker-dealer networks during the financial crisis and the bull run in the stock market that materialized afterwards. He’s now managing partner of his own consulting firm, RLR Strategic Partners, and a member of the board of Oppenheimer & Co. Inc., as well as holding other positions in the industry.
Added on July 2023 in M&A Issues
0 visitor like this article | Viewed 2730 times | 0 comment
Summary: U.S. antitrust agencies stepped up the Biden administration’s crackdown on mergers and acquisitions with a sweeping overhaul of rules the government uses to determine whether deals violate competition law.
Added on July 2023 in M&A Issues
0 visitor like this article | Viewed 2713 times | 0 comment
Summary: Merger and acquisition activity involving registered investment advisors saw a slight dip during the second quarter even as private equity investors continue to influence deal volume and valuations.
Added on June 2023 in M&A Issues
0 visitor like this article | Viewed 2664 times | 0 comment
Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.
Added on June 2023 in M&A Issues
0 visitor like this article | Viewed 2434 times | 0 comment
Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
