Added on December 2013 in M&A Issues
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Summary: Succession planning, like one’s mortality, is something advisors are often reluctant to think about. But just as your clients need to get their affairs in order in case untimely but far-reaching events affect the lives of their loved ones, so too must advisors have a succession plan in place — for solid business reasons in addition to mere contingency planning.
Added on November 2013 in M&A Issues
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Summary: For many financial advisory firms, bigger is better.One of the best ways to increase a practice's scale and profitability is to acquire another firm. But just because advisers want to make acquisitions, it doesn't mean they're ready.Advisers and practice-management experts weigh in on what steps a firm needs to take to be prepared to buy another as well as the pitfalls that can scuttle an acquisition.
Added on November 2013 in M&A Issues
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Summary: Independent advisors are inundated with a variety of information surrounding the present and future value of their businesses. Although many advisors do an outstanding job helping clients manage their net worth and personal equity, more independent advisors need to take the opportunity to manage their own business equity. This white paper will provide insight on how aRIA advisors think about managing their own business equity and provide advisors with a tactical overview of the key drivers of value
Added on November 2013 in M&A Issues
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Summary: Fidelity Institutional Wealth Services, a division of Fidelity Investments®, today unveiled new research from the 2013 Fidelity RIA Benchmarking Study that found two-thirds of participating firms (67 percent) reported they don’t have a succession plan ready for implementation
Added on October 2013 in M&A Issues
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Summary: Whenever advisors discuss mergers and acquisitions, a handful of hot-button issues invariably dominate the conversation. And two prominent industry M&A experts offered some spirited discussions on a few of these contentious issues at the Deals & Deal Makers Summit in Santa Monica, Calif.
