From Business Wire
Added on September 2014 in M&A Issues
0 visitor like this article | Viewed 4074 times | 0 comment
Summary: NFP Advisor Services, which provides technology, service and asset management platforms to financial advisors, including RIAs and hybrids, and is a business segment of NFP, a leading provider of benefits, insurance and wealth management services, today published the results of a study that reveals what separates an alpha acquisition (one in which advisors rated “very satisfied”) from non-alpha and near-alpha acquisitions.
From Financial Planning
Added on September 2014 in M&A Issues
1 visitor like this article | Viewed 3861 times | 0 comment
Summary: Financial advisor acquisitions are multiplying. Their pace is likely to accelerate as graying advisors retire. This prompted us to commission research on what separates the most successful acquisitions from the rest.
From Financial Planning
Added on September 2014 in M&A Issues
1 visitor like this article | Viewed 4017 times | 0 comment
Summary: Thinking about selling your advisory firm or valuing it for succession planning? Think discounted cash flow. "The future cash flow - essentially the profitability - of an acquired company pays back an investor on their investment," explains valuation expert and strategic consultant David DeVoe. "The best way to value a company is to determine what those future cash flows will be."
From InvestmentNews
Added on September 2014 in M&A Issues
1 visitor like this article | Viewed 3884 times | 0 comment
Summary: Given the oft-cited graying of the RIA industry, many advisers seek to monetize their businesses and provide continuity for their partners and clients alike. Acquisition negotiations raise numerous difficult issues, but a threshold hurdle is how much a prospective acquirer believes an RIA is worth versus the owner's perception of its market value.
From Financial Advisor Magazine
Added on September 2014 in M&A Issues
1 visitor like this article | Viewed 3714 times | 0 comment
Summary: Mergers and acquisitions involving registered investment advisors (RIA) continued at a brisk pace during the first half of 2014, indicating a healthy RIA space that is ripe for continued growth, according to research released Wednesday by Schwab Advisor Services.
