Added on April 2016 in M&A Issues
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Summary: Cooper and other experts, speaking on Thursday during a Financial Planning webinar, say that having the right strategies in place can not only help a firm grow, but also protect what's already been built.
Added on April 2016 in M&A Issues
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Summary: Advisory services don’t operate in a vacuum. The value of a financial advice practice — and potentially its principals’ ultimate remuneration — can be colored by macroeconomics and other seemingly distant external forces.
Added on April 2016 in M&A Issues
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Summary: [VIDEO] Advisors who've planned in advance best positioned to sell their advisory business.
Added on April 2016 in M&A Issues
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Summary:As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more.
Added on April 2016 in M&A Issues
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Summary: The pace of mergers and acquisitions among wealth management firms is up, with so-called strategic acquirers leading the buy-side charge among sellers who are in part motivated by the prospect of having to tackle significant regulatory changes.
