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.
Added on July 2019 in M&A Issues
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Summary: DAVID CANTER LIKES TO THINK of his team at Fidelity Clearing & Custody Solutions as business consultants who just happen to be in the wealth management vertical. “Our orientation,” says the man in charge of serving some 3,000 registered investment advisors, “is, ‘How can we help our clients to grow and succeed and endure in the marketplace?’”
Added on July 2019 in M&A Issues
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Summary: The wealth management M&A market remained robust in the second quarter, with a record 52 transactions recorded by Echelon Partners M&A deal tracker.
