Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 4702 times | 0 comment
Summary: Despite the zig-zag motions of the stock market toward the end of 2018, RIAs are upbeat for 2019, according to a recent TD Ameritrade Institutional 2019 Sentiment survey. One sign of positivity is the record number of mergers and acquisitions executed in 2018, according to DeVoe & Co. Both reports found optimism in the RIA community, yet with some caution.
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 5058 times | 0 comment
Summary: We started in 1985, and an Independent RIA in 2004. We work with a limited BD. Advisors or firms that join us can choose to join our RIA only, or to affiliate with the BD as well. 90% of our business is fee based. We have 16 locations throughout the US, and have 100 advisors. Our firm manages over 11B of Assets. If you are interested in a move, succession plan, or purchase, please reach out.
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 4562 times | 0 comment
Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 5066 times | 0 comment
Summary: According to Echelon Partners, the merger and acquisitions consulting firm, the average RIA tripled its revenues between 2010 and 2017. Although this growth is strong, firms are facing intensified pressure to achieve even greater scale with long-term endurance. The result? Many are turning toward mergers or acquisition strategies to reach those goals.
Added on January 2019 in M&A Issues
0 visitor like this article | Viewed 4569 times | 0 comment
Summary: The financial market volatility that picked up in earnest last year was not enough to derail the pace of consolidation among registered investment advisers.
