Added on January 2017 in M&A Issues
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Summary: Sanctuary Wealth Services, in a column by its founder and CEO, Jeff Spears, announced it’s in the process of closing shop after nearly eight years of consulting and providing platform services to “breakaway brokers.”
Added on January 2017 in M&A Issues
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Summary: For the fourth straight year, M&A activity in the wealth management industry set a new record high, according to the "RIA M&A DealBook" from Echelon Partners.
Added on December 2016 in M&A Issues
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Summary: Thinking of buying or selling an RIA firm in 2017? Here are 10 — OK, 11 — tips that should help.
Added on December 2016 in M&A Issues
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Summary: Merger and acquisition deals flowed mightily this year, and few expect the torrent to slow in 2017.
Added on December 2016 in M&A Issues
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Summary: The exodus to independence saw a moderate drop-off this year among top-tier advisers. The biggest teams to exit the traditional brokerage model managed a combined $13.3 billion in client assets, and most of them were below the billion-dollar mark. That figure was $18.5 billion in 2015, according to On Wall Street reporting.
