 Financial advisor aggregators and service providers are emerging to challenge the power and profit margins of the traditional independent financial advisor back-office service providers.”James Chip Roame, Tiburon Strategic Advisors. |
Advisor M&As to Make Comeback in '14: Tiburon
Janet Levaux | Think Advisor, January 2014
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Summary: A recent report by Tiburon Strategic Advisors found that mergers and acquisitions by registered investment advisors slowed quite a bit last year. However, these deals and other advisor-related MA&s should jump in 2014 due to the growing presence of roll-up firms or aggregators of financial advisors, the consulting group suggests.
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