Added on September 2015 in M&A Issues
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Summary: What are M&A deal makers on the hunt for advisory firms really looking for – and what kind of deals are they offering? Many of the industry’s top M&A executives attended the annual Deals and Deal Makers Summit, and Financial Planning sat down with three of them to get a report from the trenches.
Added on September 2015 in M&A Issues
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Summary: Thinking of buying or selling an RIA? The advisory industry’s impressive growth record -- and potential for continued success – likely makes this a great time to pull the trigger.
Added on September 2015 in M&A Issues
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Summary: Persistently good markets have made potential sellers hesitant to get out while they enjoy strong cash flow from their businesses, said Dan Seivert, chief executive of Echelon Partners, a mergers and acquisitions consultant.
Added on September 2015 in M&A Issues
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Summary: Big fund firms like BlackRock and Fidelity are scurrying to get into the robo-advising game. But in a twist focused on creating closer ties between traditional financial advice-giving and investment management, one midsize wealth manager is merging its business with a pure-play asset manager.
Added on September 2015 in M&A Issues
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Summary:I’m betting that the chorus of “Should I Stay or Should I Go,” the 1982 song by The Clash, has come to mind for every Barclays-affiliated advisor over the past several months. When Stifel Financial announced its intent to acquire Barclays’ 180+ advisor wealth management unit, the news sent shockwaves throughout the advisor world.
