From WealthManagement.com
Added on February 2019 in M&A Issues
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Summary: Creative Planning is acquiring Minneapolis-based The Johnston Group, a regional registered investment advisor with more than $500 million in assets under management, the company announced today. It is the first acquisition for the Overland Park, Kan.-based RIA, marking a shift from relying on referral-based growth to incorporating acquisitions.
From ThinkAdvisor
Added on February 2019 in M&A Issues
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Summary: Mergers and acquisitions in the financial advice space, particularly succession planning deals, include costs that buyers have come to accept as the nature of the beast. There is, of course, the purchase price, along with the interest rate.
From InvestmentNews
Added on February 2019 in M&A Issues
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Summary: Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages approximately $350 million in assets.
From RIA Match
Added on February 2019 in M&A Issues
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Summary: A Recap of Recent 'My Stories' We hope you benefit by these listings and welcome your feedback.
From ThinkAdvisor
Added on January 2019 in M&A Issues
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Summary: Despite the zig-zag motions of the stock market toward the end of 2018, RIAs are upbeat for 2019, according to a recent TD Ameritrade Institutional 2019 Sentiment survey. One sign of positivity is the record number of mergers and acquisitions executed in 2018, according to DeVoe & Co. Both reports found optimism in the RIA community, yet with some caution.
