Added on February 2018 in M&A Issues
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Summary: M&A activity within the wealth management industry remains strong, with more transactions of a larger size at the start of this year.
Added on February 2018 in M&A Issues
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Summary: Fidelity says M&A in the wealth management space should be robust this year, according to a report. At its recent M&A Leaders Forum in Boston, industry watchers said there should be “accelerating consolidation” in 2018.
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
Added on February 2018 in M&A Issues
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Summary: With wealth firms changing hands at a furious pace, some market players are eager to warn would-be sellers that quantity doesn’t equal quality -- and that more transactions hailed means more deals are quietly biting the dust.
Added on February 2018 in M&A Issues
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Summary: Formed last summer by John Copeland, Rich Gill and Sean Bresnan, the executive team that ran the highly successful wealth management division of Affiliated Managers Group, Wealth Partners bought minority stakes in three large regional wealth management firms: Torrance, California-based EP Wealth Advisors, MAI Capital Management in Cleveland and Forbes Family Trust in New York.
