Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 3126 times | 0 comment
Summary: Preparing to sell your practice is a bit like preparing for retirement: The earlier you start, the better off you’ll be — and exponentially, so.
Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 3158 times | 0 comment
Summary: If the founder of Hightower gets his way, interested advisors might soon be enrolling in an institute for training “qualified successors.” That was one of the many ideas and topics floated at this year’s DeVoe & Company M&A+ Succession Summit in the Harvard Club of New York City.
Added on June 2019 in M&A Issues
0 visitor like this article | Viewed 3051 times | 0 comment
Summary: ThinkAdvisor had the chance to catch up with BNY Mellon|Pershing Advisor Solutions CEO Mark Tibergien at the firm’s recent RIA Symposium in Chicago. We got his thoughts on M&A trends, the breakaway movement, RIA affiliations and what RIAs can expect going forward.
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 2916 times | 0 comment
Summary: Seeking to join an existing RIA in the Colorado Springs area. I have earned a Bachelors from Arizona State, served as an Army officer for 4 years, and earned an MBA from Notre Dame. I am enthusiastic about serving clients and am seeking to join a firm that shares my client-first mentality.
Added on May 2019 in M&A Issues
0 visitor like this article | Viewed 3010 times | 0 comment
Summary: Veteran RIA dealmaker Peter Raimondi is getting serious traction, completing his fourth acquisition in just over a year to bring the AUM of Dakota Wealth Management to close to $1 billion.
