From PFI Advisors
Added on October 2016 in M&A Issues
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Summary: Our latest industry white paper details the 7 key capabilities that all RIA buyers need to develop before engaging in M&A activity. This report also highlights four industry leaders and the lessons they have learned from their varied experiences.
From Financial Planning
Added on October 2016 in M&A Issues
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Summary: One of the industry's fastest growing wealth managers has crossed the $2 billion AUM mark — and says it's just getting started.
From Financial Planning
Added on September 2016 in M&A Issues
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Summary: For those who are ever involved in a merger or acquisition, it will probably be the single most important financial transaction of their lives. For buyers, it can accelerate their growth far beyond what would otherwise be possible. For sellers, it can turn their hard-earned equity into cash to finance the next stage of their live
From InvestmentNews
Added on September 2016 in M&A Issues
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Summary: They made up 26% of buyers in the first half of this year, rising from 11% in the first six months of 2015 and on pace to have the biggest showing for any year in the past decade, according to a Charles Schwab Corp. report released Tuesday on mergers and acquisitions in the RIA industry.
From Financial Planning
Added on September 2016 in M&A Issues
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Summary: Looking to beef up its presence in New England, United Capital Financial Advisers has acquired the private client group of Westport Resources Management, an RIA in Westport, Connecticut.
