Added on May 2019 in M&A Issues
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Summary: It’s a difficult question because honestly there are advisors today who aren’t taking advantage of the tools that are available to scale their businesses. Far too many advisors haven’t reinvested in technology and continue to rely on legacy systems. The RIA community started to evolve in the ‘70s and ‘80s, so it’s an aging community. And the older advisors are less comfortable embracing the latest and greatest.
Added on April 2019 in M&A Issues
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Summary: The Overland Park, Kansas-based RIA has made its sixth purchase of the year buying Singer Xenos Schechter Sosler, an advisory firm in Coral Gables, Florida with more than $1.3 billion in assets under management. And Mariner CEO Marty Bicknell says he’s not done yet, as he hopes to complete approximately six more transactions by the end of the year.
Added on April 2019 in M&A Issues
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Summary: As society becomes more diverse, it's time for a broader swath of the independent financial advice industry to reflect the country's changing demographics. Simply put, we need more women, young people and ethnocultural minority advisers and support staff.
Added on March 2019 in M&A Issues
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Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney? I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.
Added on March 2019 in M&A Issues
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Summary: There are more than 12,000 SEC-registered investment advisers in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space — a veritable Wild West of firms at the forefront of change.
