Added on March 2016 in M&A Issues
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Summary: The robust pace of mergers and acquisitions in the advisor space is causing many advisors to look for more stable broker-dealers, eFinancialCareers writes. And advisors looking to move to smaller firms this year may want to think twice, according to the publication
Added on March 2016 in M&A Issues
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Summary: For owners of a Registered Investment Advisor (RIA) practice, making the decision to sell or merge with a larger wealth management firm can be an experience fraught with peril.
Added on March 2016 in M&A Issues
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Summary: Advisors looking to build up their practices can make it happen in two ways: organically or by purchasing clients. Although growing organically is typically a cheaper way to secure business, it can take time and a lot of effort. It also involves marketing, which can sometimes be hit or miss.
Added on March 2016 in M&A Issues
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Summary: Advisors should first thoroughly understand why they are really seeking to team up with another firm, says Kevin J. Meehan, regional president of Wealth Enhancement Group in Itasca, Ill.
Added on February 2016 in M&A Issues
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Summary: Dealmaking among independent financial planners is poised to pick up this year after record merger activity in 2015, according to consulting firm DeVoe & Co.
