Added on June 2019 in M&A Issues
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Summary: The RIA industry has demonstrated healthy growth over the past few years thanks to a vibrant mergers and acquisitions (M&A) environment and strong market returns. But to drive sustainable and profitable growth over the long term, RIA firms need to start implementing strategies that will help them to deepen existing client relationships, while also reaching new clients and talent pools.
Added on June 2019 in M&A Issues
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Value Proposition: I am a NextGen advisor who is looking for a firm who can utilize my skills to their full potential. Working through the politics at a wirehouse has stunted my growth potential and management does not understand the value I can provide. Reach out if you want someone who knows how to connect to the NextGen!
Added on June 2019 in M&A Issues
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Summary: Preparing to sell your practice is a bit like preparing for retirement: The earlier you start, the better off you’ll be — and exponentially, so.
Added on June 2019 in M&A Issues
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Summary: If the founder of Hightower gets his way, interested advisors might soon be enrolling in an institute for training “qualified successors.” That was one of the many ideas and topics floated at this year’s DeVoe & Company M&A+ Succession Summit in the Harvard Club of New York City.
Added on June 2019 in M&A Issues
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Summary: ThinkAdvisor had the chance to catch up with BNY Mellon|Pershing Advisor Solutions CEO Mark Tibergien at the firm’s recent RIA Symposium in Chicago. We got his thoughts on M&A trends, the breakaway movement, RIA affiliations and what RIAs can expect going forward.
