Added on October 2016 in M&A Issues
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Summary: The quest for the “holy grail” in wealth-management technology — a platform capable of uniting under one roof all the various financial-technology tools necessary in the advice business — has spurred a slew of tech-firm acquisitions and partnerships, ThinkAdvisor writes.
Added on October 2016 in M&A Issues
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Summary: The RIA business will likely face two Department of Labor rule-related expenses that will have them applying crowbars to their tightly folded wallets, according to speakers at the ECHELON Partners Deals & Deal Makers Summit, hosted this week in New York by its founder, Dan Seivert.
Added on October 2016 in M&A Issues
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Summary: In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch, according to a panel of experts at the ECHELON Partners' Deals & Deal Makers Summit in New York on Wednesday.
Added on October 2016 in M&A Issues
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Summary: In the wake of the Department of Labor's fiduciary rule, is it deal or no deal for advisers looking to sell their firms? Two leading financial advice industry executives gave pointedly different answers to that question Wednesday morning at an industry conference in New York.
Added on October 2016 in M&A Issues
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Summary: Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences.
