Added on April 2022 in M&A Issues
0 visitor like this article | Viewed 1711 times | 0 comment
Summary: Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
Added on April 2022 in M&A Issues
0 visitor like this article | Viewed 1695 times | 0 comment
Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.
Added on March 2022 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
Added on March 2022 in M&A Issues
0 visitor like this article | Viewed 1515 times | 0 comment
Summary: RIAs today might see private equity as a bottomless reservoir of cash, but PE funds weren’t always so eager to dish money out to fiduciary wealth managers.
Added on March 2022 in M&A Issues
0 visitor like this article | Viewed 35 times | 0 comment
Summary: It’s not surprising, given that RIA merger and acquisition activity had another record-breaking year last year, with 242 transactions, according to DeVoe & Company, a provider of consulting, M&A, and valuation services to wealth management firms. That’s up 52% from 2020, when 159 transactions were completed, DeVoe data show.
