Added on April 2016 in M&A Issues
0 visitor like this article | Viewed 3099 times | 0 comment
Summary: Advisory services don’t operate in a vacuum. The value of a financial advice practice — and potentially its principals’ ultimate remuneration — can be colored by macroeconomics and other seemingly distant external forces.
Added on April 2016 in M&A Issues
1 visitor like this article | Viewed 3155 times | 0 comment
Summary: [VIDEO] Advisors who've planned in advance best positioned to sell their advisory business.
Added on April 2016 in M&A Issues
0 visitor like this article | Viewed 3119 times | 0 comment
Summary:As the wealth management industry continues to age, the number of advisory firms that will be transitioned due to succession planning or principal retirement is expected to increase dramatically. In fact, 2015 was the largest year on record for RIA mergers and acquisitions, with 2016 predicted to have even more.
Added on April 2016 in M&A Issues
1 visitor like this article | Viewed 3104 times | 0 comment
Summary: The pace of mergers and acquisitions among wealth management firms is up, with so-called strategic acquirers leading the buy-side charge among sellers who are in part motivated by the prospect of having to tackle significant regulatory changes.
Added on April 2016 in M&A Issues
1 visitor like this article | Viewed 3253 times | 0 comment
Summary: [Video] A shrinking advisor headcount across the industry will keep the lucrative offers coming to top producers, leading recruiters say in this video installment of On Wall Street's annual recruiters panel.
