Added on March 2024 in M&A Issues
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Summary: Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.
Added on March 2024 in M&A Issues
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Summary: Mergers and acquisitions are a key part of many fast-growing advisory firms’ strategies, with deals big and small getting a lot of attention from researchers, commentators and journalists alike.
Added on February 2024 in M&A Issues
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Summary: The volume of RIA mergers and acquisitions dropped last year after a decade of robust acceleration, DeVoe & Co. notes in a new survey.
Added on February 2024 in M&A Issues
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Summary: The wealth management industry is much different today than what many independent financial advisors got used to over the last decade.
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.
