Added on March 2016 in M&A Issues
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Summary: Advisors looking to build up their practices can make it happen in two ways: organically or by purchasing clients. Although growing organically is typically a cheaper way to secure business, it can take time and a lot of effort. It also involves marketing, which can sometimes be hit or miss.
Added on March 2016 in M&A Issues
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Summary: Advisors should first thoroughly understand why they are really seeking to team up with another firm, says Kevin J. Meehan, regional president of Wealth Enhancement Group in Itasca, Ill.
Added on February 2016 in M&A Issues
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Summary: Dealmaking among independent financial planners is poised to pick up this year after record merger activity in 2015, according to consulting firm DeVoe & Co.
Added on February 2016 in M&A Issues
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Summary: Aspiriant, an employee-owned RIA with over $9 billion in client assets, said it merging with the Glowacki Group, which has some $360 million in assets and is based in Los Angeles.
Added on February 2016 in M&A Issues
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Summary: Long-time owners thinking about selling to a larger firm: check your ego at the door.
