Added on June 2023 in M&A Issues
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Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.
Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
Added on June 2023 in M&A Issues
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Summary: Before RIAs engage in merger and acquisition activity, they must have solid organic growth. This was the view of a three-member panel organized by New York-based public relations firm JConnelly to discuss growth strategies for financial advisory practices.
Added on June 2023 in M&A Issues
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Summary: While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.
Added on May 2023 in M&A Issues
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Summary: Most investors suffered a stomach-churning rollercoaster ride last year as market uncertainty ruled the day. But what was happening to client portfolios did little to affect the appetites of either buyers or sellers in the RIA space. When it came to merger and acquisition (M&A) activity among RIA firms, 2022 was a year of more of the same. Only more so, as new records were set in terms of volume and multiples.
