Summary: Over 60% of RIAs who are considering an M&A transaction over the next five years plan to acquire a solo adviser, and 47% would like to take over a smaller firm's client accounts by buying its book of business, according to a survey of RIAs by FA Insight, a division of TD Ameritrade Institutional.
 I think people believe [a successful M&A transaction] happens a lot faster than it actually does. People think it will happen in the next 12 months, but it could take from three to five years.”Vanessa Oligino, director of business performance solutions, TD Ameritrade. |
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