Added on October 2015 in M&A Issues
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Summary: Advisors considering a move in the fourth quarter may want to take stock as the end of the year approaches. If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.
Added on October 2015 in M&A Issues
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Summary: Ric Edelman's sweet private equity deal is good news for RIAs, especially other big, media-savvy firms. But the industry icon's latest transaction raises concerns about the risks of investing in a firm so closely associated with its namesake.
Added on October 2015 in M&A Issues
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Summary: Since the inception of The Deals & Deal Makers Summit, ECHELON’s mission has been to develop the industry’s most intellectually rigorous event. Here are the 10 Key Takeaways gained by Summit attendees. Do not be surprised if the content within challenges both your preconceptions and conventional wisdom.
Added on October 2015 in M&A Issues
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Summary: Even how they marry intimacy to scale, perhaps it’s no surprise that, in recent years, large regional advisory hubs known as offices of supervisory jurisdiction have proven increasingly popular.
Added on September 2015 in M&A Issues
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Summary: Too many advisors rush into acquisitions of other practices, risking being unable to make the transition and losing clients in the process, The Wall Street Journal writes. Avoiding such pitfalls calls for preparation and self-control, experts tell the paper.
