Added on January 2019 in M&A Issues
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Summary: Despite the zig-zag motions of the stock market toward the end of 2018, RIAs are upbeat for 2019, according to a recent TD Ameritrade Institutional 2019 Sentiment survey. One sign of positivity is the record number of mergers and acquisitions executed in 2018, according to DeVoe & Co. Both reports found optimism in the RIA community, yet with some caution.
Added on January 2019 in M&A Issues
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Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
Added on January 2019 in M&A Issues
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Summary: “M&A in wealth management is red hot — there is a frothiness out there,” Dave Barton, vice chairman of Mercer Advisors, said during a panel discussion at last month’s MarketCounsel Summit in Las Vegas.
Added on November 2018 in M&A Issues
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Summary: Early Solo Practitioner, Richmond, VA Area
Added on August 2018 in M&A Issues
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Summary: In his book “Freakonomics,” University of Chicago economist Steven Levitt and journalist Stephen J. Dubner explain the economics of residential real estate transactions, which may come as a surprise.
