Added on February 2024 in M&A Issues
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Summary: Despite a decline in M&A activity in 2023, 77% of wealth management firms expect to do a deal by the end of this year, according to a MarshBerry and WMIQ survey.
Added on January 2024 in M&A Issues
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Summary: Dealmakers in the registered investment advisory space are expected to get more creative in structuring transactions next year, according to industry-focused transaction advisory firm Advisor Growth Strategies.
Added on December 2023 in M&A Issues
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Summary: “Operational complexity is the No. 1 reason that advisors are selling today,” he said. “What was once a collegial environment in the industry is no longer, as firms are fighting for a limited talent pool.”
Added on November 2023 in M&A Issues
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Summary: Recently we examined factors for such life-changing advisor business decisions as leaving a wirehouse and affiliating with new partners. An equally major step that many advisors take each year is finding a buyer for an M&A transaction.
Added on November 2023 in M&A Issues
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Summary: Prospera Financial Services has formalized its suite of succession planning resources to help older advisors monetize their businesses and younger advisors acquire practices or become successors.
