Added on August 2019 in M&A Issues
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Summary: We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms. Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs. Always a fiduciary.
Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.
Added on July 2019 in M&A Issues
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Summary: Kudu Investment Management acquired a minority stake in First Long Island Investors in a deal that highlights a new twist on private-equity capital finding its way into the advisory space.
Added on July 2019 in M&A Issues
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Summary: The number of RIA mergers and acquisitions announced in the first six months of 2019 grew a whopping 82% from the same period last year, putting such transactions on track to achieve an all-time high this year, according to TD Ameritrade Institutional.
Added on July 2019 in M&A Issues
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Summary: DAVID CANTER LIKES TO THINK of his team at Fidelity Clearing & Custody Solutions as business consultants who just happen to be in the wealth management vertical. “Our orientation,” says the man in charge of serving some 3,000 registered investment advisors, “is, ‘How can we help our clients to grow and succeed and endure in the marketplace?’”
