Added on February 2019 in M&A Issues
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Summary: Mergers and acquisitions in the financial advice space, particularly succession planning deals, include costs that buyers have come to accept as the nature of the beast. There is, of course, the purchase price, along with the interest rate.
Added on February 2019 in M&A Issues
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Summary: Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages approximately $350 million in assets.
Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories' We hope you benefit by these listings and welcome your feedback.
Added on January 2019 in M&A Issues
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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
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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.
