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Advisor Looking for Collaborative Partner to Join Firm (Profile 318563)

From RIA Match
Added on September 2019 in M&A Issues
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Summary: I am looking for a good-natured RIA. I have been in the business for a good while. I think I make for a good partner with no hassles. We need to be able to share our ideas and advice. If you are looking to join an established firm, with a friendly environment. Get in touch with me. ​

RIAs, M&A and Why Brand Value Matters

From ThinkAdvisor
Added on September 2019 in M&A Issues
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Summary: This shouldn’t take us by surprise: Deloitte’s survey early in the year found that 76% of U.S. M&A executives and 87% of M&A leaders at private equity firms expected the number of deals to increase in 2019. I’d call that a pretty solid consensus.

Don't just sell to the highest bidder

From InvestmentNews
Added on September 2019 in M&A Issues
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Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.

Write your "My Story" and be Featured!

From RIA Match
Added on September 2019 in M&A Issues
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'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 5,100 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today!
 

High Valuations Driving Advisors to Consider Selling

From wealthmanagement.com
Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study. ​

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