Added on January 2016 in M&A Issues
1 visitor like this article | Viewed 4629 times | 0 comment
Summary: Even if advisors nearing or at traditional retirement age have formulated succession plans, it's often impossible for younger advisors to think of buying their practices because they lack the funds.
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 4501 times | 0 comment
Summary: RIA firms and consolidators—defined as an organization whose business model is predicated on making RIA acquisitions—have dominated M&A over the last couple years. But lately private equity firms and banks are again buying RIA firms.
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4419 times | 0 comment
Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4631 times | 0 comment
Summary: Some of the industry's leading executives offered tips and advice to RIA principals during the annual MarketCounsel Summit, which attracted an elite gathering of power players in the independent planning channel.
Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 4754 times | 0 comment
Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
