From Financial Planning
Added on October 2013 in M&A Issues
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Summary: Whenever advisors discuss mergers and acquisitions, a handful of hot-button issues invariably dominate the conversation. And two prominent industry M&A experts offered some spirited discussions on a few of these contentious issues at the Deals & Deal Makers Summit in Santa Monica, Calif.
From RIABiz
Added on October 2013 in M&A Issues
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Summary: Fidelity Institutional Wealth Services recently held the inaugural M&A Idea Exchange as part of their expanding mergers-and-acquisitions and consulting program for advisory firms. The sole purpose of the gathering was to discuss the state of M&A and how to better support the industry’s growth through M&A.
From Nerd's Eye View
Added on October 2013 in M&A Issues
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Summary: As the financial planning profession matures, there is a growing interest in the opportunities to buy and sell financial planning practices, both for investors, for existing firms looking to grow, and for new planners looking to enter the business. However, industry statistics suggest that relatively few deals are happening (and are generally only for larger firms).
From AdvisorOne
Added on October 2013 in M&A Issues
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Summary: This article discusses important mergers and acquisitions including Berkshire Hathaway and 3G Capital Partners' purchase of HJ Heinz, Dell going private with Silver Lake, and more.
From Wealth Management
Added on June 2013 in M&A Issues
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Summary: M&A activity for the first quarter of 2013 is off to a slow start according to Schwab’s report. An increased number of RIA firms are looking to buy and a decreased number are looking to sell. David DeVoe of DeVoe and Company expects to see over 100 external sales per year. The article postulates that sellers are waiting for “the right environment.”
