Added on June 2015 in M&A Issues
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Summary: Valuing an RIA reminds me of the classic western The Good, The Bad and The Ugly. You may recall the story of three distinct characters racing to dig up gold buried in a graveyard. Each of the characters is a succinct manifestation of the different ways to value an advisory firm.
Added on March 2015 in M&A Issues
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Summary: A new product combining technology with M&A consulting services for RIAs was recently launched by AmplifyRIA and RIA Match, off the back of advisor demand for an end-to-end solution that would oversee the entire relationship-matching process.RIA Match Concierge Consulting is aimed at RIAs that are looking to buy, sell, merge or add advisors, led by the chief executive and founder of RIA Match, Mary Ann Buchanan, and Kathleen Asack, founder and principal of AmplifyRIA.
Added on March 2015 in M&A Issues
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Summary: AmplifyRIA, a Boston based independent consulting firm, and adviser matching service RIA Match, have teamed to create RIA Match Concierge Consulting (RMCC) -- a new service which combines the technology platform with expert M&A consulting for RIAs that are looking to buy, sell, merge, join or add advisors.
Added on March 2015 in M&A Issues
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Summary: Henley’s popular poem Invictus was a favorite of Nelson Mandela’s and my grandmother. These lines could be the mantra of most advisors whether buyers or sellers. Advisors have grit. This grit is both the source of our success and the essence our vulnerability. As a buyer, your goal is to grow inorganically. You know you have a lot of company. Our advisory world is full of buyers with few sellers to be seen.
Added on March 2015 in M&A Issues
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Summary: The wealth management industry is awash in robo hype. The mainstream introduction of online, automated investment services, known as robo-advisers, has the financial advisory business riveted. Headlines, shop-talk and strategic planning sessions are dominated by the human-versus-technology debate for current and future clients.
