From InvestmentNews
Added on January 2014 in M&A Issues
1 visitor like this article | Viewed 4391 times | 0 comment
Summary: turns out advisory partnerships aren't that different from marriages, and with both, breaking up is no easy task. Professionals who help pairs of advisers decide whether to separate say the aftereffects deserve serious consideration, particularly because clients also will feel the heat
From Financial Advisor IQ
Added on January 2014 in M&A Issues
1 visitor like this article | Viewed 4118 times | 0 comment
Summary: When it comes time to sell your financial-advice business, it may help to know that your experience in assessing prospective clients gives you at least one skill that’s vital for making smart deals: a nose for a good fit.
From Think Advisor
Added on January 2014 in M&A Issues
1 visitor like this article | Viewed 4178 times | 0 comment
Summary: A recent report by Tiburon Strategic Advisors found that mergers and acquisitions by registered investment advisors slowed quite a bit last year. However, these deals and other advisor-related MA&s should jump in 2014 due to the growing presence of roll-up firms or aggregators of financial advisors, the consulting group suggests.
From Financial Planning
Added on January 2014 in M&A Issues
1 visitor like this article | Viewed 4174 times | 0 comment
Summary: The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.
From Financial Advisor IQ
Added on December 2013 in M&A Issues
1 visitor like this article | Viewed 4319 times | 0 comment
Summary: A successful merger between two RIA firms has to achieve what I call the Three Rights: the right opportunity, the right fit and the right terms. If you’re considering combining with another firm, make sure you’re comfortable with the opportunity and fit before you drill down into the terms.
