From Financial Planning
Added on January 2015 in M&A Issues
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Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
From Financial Planning
Added on January 2015 in M&A Issues
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Summary: What’s the price of independence? For Palm Beach Gardens, Fla.-based Banyan Partners, it was $60 million. Most of the firms on our fourth annual list of RIA Leaders get calls from would-be suitors a couple of times a month, even weekly.
From William Conroy
Added on January 2015 in M&A Issues
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Summary: It is an issue that many financial advisors will face during their careers. And it figures to significantly affect the course of their careers. When you leave a firm to start your own or join another, how much can you do to recruit the clients at your current firm to come with you?
From wealthmanagement.com
Added on December 2014 in M&A Issues
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Summary: The firm just acquired Woodlands, Texas-based Ellis & Ellis, an RIA with $500 million in assets under management, bringing its total 2014 deals to four. But, the United Capital has become more judicious in terms of the advisory firms they bring on, said Matt Brinker, senior vice president of partner development and acquisitions.
From InvestmentNews
Added on December 2014 in M&A Issues
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Summary: As advisers you have the job of measuring value: The value of assets, the value of a trade, the value you bring to your relationships with your clients. But the ultimate value, that all of these things build to, is the total value of your business.
