Added on December 2015 in M&A Issues
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Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
Added on December 2015 in M&A Issues
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Summary: In the world of advisor-firm acquisition, the rule of thumb — valuing the deal at two times recurring fee revenue — is an inefficient method of getting at the true value of a business, guest-blogger Daniel Zajac argues in Nerd’s Eye View.
Added on November 2015 in M&A Issues
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Summary: Thinking of selling an RIA firm? Make sure it's tech-savvy and up to speed on social media, digital platforms and automated investment advice.
Added on November 2015 in M&A Issues
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Summary: Download a Pershing whitepaper on RIA-related mergers and acquisitions (M&A) activity is heating up again. In a turnabout from years past, RIA owners are spearheading the resurgence
Added on November 2015 in M&A Issues
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Summary: The push by more owners to tackle succession planning, along with an aging workforce — not to mention six-plus years of rising financial markets — is driving a surge in mergers and acquisitions in the financial-advice industry.
