From IRIS
Added on October 2017 in M&A Issues
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Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.
From The Collaborative
Added on October 2017 in M&A Issues
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Summary: If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry.
From Financial Planning
Added on October 2017 in M&A Issues
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Summary: After sitting on the sidelines for nearly three years, Mariner, which has over $9 billion in AUM, plans to make seven to 10 acquisitions next year, targeting firms across the country with between $250 million and $1 billion in AUM, says Mariner CEO Marty Bicknell..
From InvestmentNews
Added on October 2017 in M&A Issues
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Summary: Private equity investors have their eyes on the financial advice market, but there's a debate brewing among industry executives over the merits of using that private capital.
From Financial Planning
Added on October 2017 in M&A Issues
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Summary: As M&A deals for advisory firms continue to increase in volume and size, 2017 is shaping up to shatter previous records, according to Echelon Partner’s 3rd Quarter Deal Report.
