Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study.
Added on August 2019 in M&A Issues
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Summary: We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms. Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs. Always a fiduciary.
Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.
Added on July 2019 in M&A Issues
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Summary: Kudu Investment Management acquired a minority stake in First Long Island Investors in a deal that highlights a new twist on private-equity capital finding its way into the advisory space.
Added on July 2019 in M&A Issues
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Summary: The number of RIA mergers and acquisitions announced in the first six months of 2019 grew a whopping 82% from the same period last year, putting such transactions on track to achieve an all-time high this year, according to TD Ameritrade Institutional.
