Added on December 2018 in M&A Issues
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Summary: 29 year old CFP® with 7 years of experience within wirehouse. I currently run my own book of business and am looking to get a better understanding of what opportunities may exist. I am intentional about the relationships I maintain and how I'm building my practice. My goal is to ensure I'm doing everything I can and should be for my clients and for my own career advancement.
Added on December 2018 in M&A Issues
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Summary: Succession planning is complicated for a multitude of reasons, but it’s also like selling a house. There are various factors that impact your property’s selling potential — an updated kitchen or an outdated bathroom. While understanding the various components that add or decrease resale value of your house is relatively easy, selling an advisory practice is much less obvious.
Added on December 2018 in M&A Issues
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Summary: Broker-dealer M&A activity continues as 2018 draws to a close, with Wentworth Management Services on Friday announcing its acquisition of World Equity Group, a midsized independent broker-dealer outside Chicago with close to 180 brokers and nearly $40 million in annual revenue.
Added on November 2018 in M&A Issues
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Summary: The choppy financial markets might be rattling investors, but for savvy owners of advisory firms the scenario is playing out perfectly because it's driving merger and acquisition activity.
Added on November 2018 in M&A Issues
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Summary: I'm a 63-year-old CFP® adviser with my own independent RIA in the Mpls west metro, seeking an adviser to join my one-person firm for possible succession. I specialize in ESG/SRI and investment/financial/retirement planning for women. You must share those interests. If you want fair treatment and comp, no bs, freedom to do the right thing, and an opportunity to take over my firm, let's talk.
