Added on January 2016 in M&A Issues
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Summary: So-called advisor “mega teams” with more than $500 million in assets under management are in the best position to acquire a book of business from another advisor, according to analysis from Cerulli Associates, the Boston-based global analytics firm.
Added on January 2016 in M&A Issues
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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
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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
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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
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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.
