From Think Advisor
Added on April 2015 in M&A Issues
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Summary: Registered investment advisors were the leading acquirers in M&A deals in 2014 for the second year in a row, according to Schwab Advisor Services’ semiannual report, released Tuesday.
From wealthmanagement.com
Added on April 2015 in M&A Issues
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Summary: Like in 2013, last year’s M&A market wrapped up the year with 54 deals completed, totalling $47.4 million in assets under management being transferred in the transactions. In 2013, Schwab reported the 54 deals that year consisted of about $43.7 million in assets.
From Weath Family Report
Added on March 2015 in M&A Issues
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Summary: A new product combining technology with M&A consulting services for RIAs was recently launched by AmplifyRIA and RIA Match, off the back of advisor demand for an end-to-end solution that would oversee the entire relationship-matching process.RIA Match Concierge Consulting is aimed at RIAs that are looking to buy, sell, merge or add advisors, led by the chief executive and founder of RIA Match, Mary Ann Buchanan, and Kathleen Asack, founder and principal of AmplifyRIA.
From Financial Advisor IQ
Added on March 2015 in M&A Issues
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Summary: Whether merging practices or acquiring rainmakers, advice firms typically need outside help to find each other and close the deals. Custodians, investment bankers and boutique matchmakers can all add value for advisors. But picking the right consultant is a challenge in itself, since the service is only as good as its network and market intelligence.
From PlanAdviser
Added on March 2015 in M&A Issues
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Summary: Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match Concierge Consulting.
