From InvestmentNews
Added on April 2019 in M&A Issues
0 visitor like this article | Viewed 3077 times | 0 comment
Summary: As society becomes more diverse, it's time for a broader swath of the independent financial advice industry to reflect the country's changing demographics. Simply put, we need more women, young people and ethnocultural minority advisers and support staff.
From RIA Match
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 3097 times | 0 comment
Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney? I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.
From InvestmentNews
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 3145 times | 0 comment
Summary: There are more than 12,000 SEC-registered investment advisers in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space — a veritable Wild West of firms at the forefront of change.
From InvestmentNews
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 3262 times | 0 comment
Summary: The steady increase in merger and acquisition activity in the registered investment advisory space over the past six years might seem impressive to some, but for industry players like Ron Carson, the party is just getting started.
From Financial Planning
Added on March 2019 in M&A Issues
0 visitor like this article | Viewed 3105 times | 0 comment
Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.
