Added on November 2019 in M&A Issues
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Summary:To advance to the next level, our Buyer Preparedness ebook is a comprehensive guide to list all of your firm's attrtibutes. The process will help you identify your key differentiators and succinctly promote your core attributes and value proposition.
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Added on October 2019 in M&A Issues
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Summary: Sacramento, Calif.-based Allworth Financial continued its aggressive acquisition strategy by purchasing Dallas-based RAA, a $2.8 billion registered investment adviser that specializes in serving airline industry employees.
Added on October 2019 in M&A Issues
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Summary: Shirl Penney grew Dynasty Financial Partners to help liberate financial advisory teams from the conflicted shackles of Wall Street’s banks and investment houses. Earlier this year, the firm itself moved away from the city of legacy finance, relocating its headquarters from Manhattan to St. Petersburg, Fla., for, he says, that city’s pool of young talent, a growing presence of other independent financial services firms and a better lifestyle for employees.
Added on October 2019 in M&A Issues
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Summary: I spoke at a conference recently, and I couldn't help but notice the advanced ages of many of my peers.
