Added on October 2016 in M&A Issues
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Summary: In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch, according to a panel of experts at the ECHELON Partners' Deals & Deal Makers Summit in New York on Wednesday.
Added on October 2016 in M&A Issues
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Summary: In the wake of the Department of Labor's fiduciary rule, is it deal or no deal for advisers looking to sell their firms? Two leading financial advice industry executives gave pointedly different answers to that question Wednesday morning at an industry conference in New York.
Added on October 2016 in M&A Issues
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Summary: One of the industry's fastest growing wealth managers has crossed the $2 billion AUM mark — and says it's just getting started.
Added on September 2016 in M&A Issues
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Summary: For those who are ever involved in a merger or acquisition, it will probably be the single most important financial transaction of their lives. For buyers, it can accelerate their growth far beyond what would otherwise be possible. For sellers, it can turn their hard-earned equity into cash to finance the next stage of their live
Added on September 2016 in M&A Issues
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Summary: They made up 26% of buyers in the first half of this year, rising from 11% in the first six months of 2015 and on pace to have the biggest showing for any year in the past decade, according to a Charles Schwab Corp. report released Tuesday on mergers and acquisitions in the RIA industry.
