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Investment Advisor
January 2010
James J. Green
Numerology: Bright Future for Advisor M&A Activity M&A activity among RIA firms is poised for resurgence, as a new market environment emerges and the pool of potential buyers undergoes dramatic change. mark for My Articles similar articles
Investment Advisor
July 2008
James J. Green
Catching up with... Mark Tibergien The CEO of Pershing Advisor Solutions discusses why it's a good time to be a seller of an RIA firm, according to the latest research on mergers and acquisitions activity in the advisory market. mark for My Articles similar articles
Financial Planning
June 1, 2009
Donna Mitchell
M & A: Who's Buying? Forget the dearth of capital afflicting the rest of the financial industry: RIA firms have access to plenty of money for mergers and acquisitions. mark for My Articles similar articles
Investment Advisor
June 2007
Mark Tibergien
Real Deals There's more activity than actual movement on the M&A front for financial advisory firms. mark for My Articles similar articles
Investment Advisor
March 2008
James J. Green
One Down, How Many to Go? Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many. mark for My Articles similar articles
Registered Rep.
November 26, 2010
Charles Paikert
RIA M&A Deals On Track To Top 2009 Total The number of mergers and acquisitions completed in the registered investment advisor business through the third quarter of this year is near full-year totals for 2009, according to data from Schwab Advisor Services. mark for My Articles similar articles
Financial Advisor
April 2008
Evan Simonoff
The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis. mark for My Articles similar articles
Registered Rep.
September 2, 2015
Megan Leonhardt
Volatility Not Enough to Slow RIA M&A Deals The first half of 2015 saw a significant increase in merger and acquisition activity among registered investment advisory firms. mark for My Articles similar articles
Financial Planning
May 1, 2010
Donna Mitchell
Advisory Pulse Registered investment advisory firms, especially small ones, are returning to the bargaining table this year; in the first quarter, RIA firms completed 24 merger and acquisition deals. mark for My Articles similar articles
Registered Rep.
February 19, 2009
Halah Touryalai
Where the Sellers At? RIAs are Holding Out for Better Deals Schwab executives predicted a decline mergers & acquisitions between RIAs in 2009, as potential sellers hold out for a stronger market and a better deal. mark for My Articles similar articles
Investment Advisor
December 2009
Mark Tibergien
Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A. mark for My Articles similar articles
Registered Rep.
August 18, 2011
Jerry Gleeson
Market Turmoil Could Slow Advisor M&A Two industry experts expect merger and acquisition activity involving registered investment advisors will drop this year if the current volatility in the stock market stretches into the coming months. mark for My Articles similar articles
Registered Rep.
April 15, 2010
Halah Touryalai
RIA M&A Deals Break Record in First Quarter Mergers and acquisitions seem to be crawling back to the top of RIA principals' to-do lists this year, as the first quarter's numbers show record activity. What is your practice worth? mark for My Articles similar articles
Financial Advisor
April 2007
Evan Simonoff
Mania In Bloom? A newfangled type of acquirer has entered the financial advisory market. So, how good and fair are these deals? It's obvious that the transactions can work well for the founders, but how about their successors? mark for My Articles similar articles
Registered Rep.
February 26, 2013
Megan Leonhardt
Let's Make A Deal The RIA M&A market is poised for growth, but not gaudy growth. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Gobbling Up RIAs The RIA holding company Focus Financial recently snatched up three more firms, bringing total acquisitions to 9 and assets under management to $15 billion. mark for My Articles similar articles
Financial Advisor
March 2004
Tracey Longo
Pace of Advisor M&A Accelerates Make no mistake---when it comes to mergers and acquisitions among advisory firms, it's still a seller's market. But that doesn't mean buyers aren't striking deals that fit their strategic needs superbly, too. mark for My Articles similar articles
Financial Advisor
November 2011
Evan Simonoff
M&A Game Changer Leading custodians in the RIA space are offering acquisition financing to firms that do business with them. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses. mark for My Articles similar articles
InternetNews
January 5, 2006
Tim Gray
Online Media M&A Market Made Big Jump in 2005 The number of mergers and acquisitions surged across the media and information industries in 2005, according to the Jordan Edmiston Group, an investment bank specializing in midsize transactions in the media and information industries. mark for My Articles similar articles
Investment Advisor
June 2007
Bob Clark
The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve. mark for My Articles similar articles
Investment Advisor
July 2010
Lewis Schiff
Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown. mark for My Articles similar articles
Financial Planning
April 1, 2008
Stacy Schultz
Growing RIAs A new study from Fidelity Investments found that registered investment advisory firms have grown their assets under management an average of 55% over the past three years. mark for My Articles similar articles
Financial Planning
February 1, 2006
Marshall Eckblad
The Cost of Inefficiency As demand for competent wealth management grows, the need for efficient and successful business operations is greater than ever for advisory firms. mark for My Articles similar articles
Registered Rep.
November 5, 2012
Jerry Gleeson
Waning M&A for RIAs Blame it on fiscal cliff nervousness, volatile stock markets, or the uncertainties that accompany a tepid economic recovery, but the world of mergers and acquisitions in the registered investment advisor channel is having a lackluster 2012. mark for My Articles similar articles
Financial Advisor
July 2010
Evan Simonoff
Are Advisors Delusional? Fiduciary Network CEO Mark Hurley says they are because they believe their firms are very valuable -- but most aren't. mark for My Articles similar articles
Investment Advisor
November 2009
James J. Green
Numerology: Fewer Assets, More Advisors Total assets managed by investment advisors shrank in 2008 but the number of SEC-registered investment advisors increased. mark for My Articles similar articles
Investment Advisor
April 2007
Bob Clark
Walkin' the Walk Mark Hurley's new firm, Fiduciary Network, offers an alternative to advisory firms that don't want to be consolidated. mark for My Articles similar articles
Registered Rep.
February 2, 2011
Diana Britton
RIA M&A Hits Record in 2010, More To Come In 2011 Registered investment advisory firms were furiously busy getting hitched last year: they did the highest number of merger and acquisition deals recorded in at least seven years. mark for My Articles similar articles
Investment Advisor
January 2007
Kathleen M. McBride
When Selling Your Practice . . . Advisors are smart about many financial matters, but when it comes to selling their own firm, many are surprised about how much more there is to know. mark for My Articles similar articles
U.S. Banker
September 2009
Joseph Rosta
Next to Nothing M&A activity is so slow and deals are so small that many buyers and sellers aren t even bothering to use advisors. Until the wave of failures subsides, expect more of the same. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donna Mitchell
Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost. mark for My Articles similar articles
Registered Rep.
January 1, 2007
Halah Touryalai
A Match Made in Equity For financial-advisory practices, holding companies are making a come back after a flawed model forced them out of the market in the late 1990s. Now, new players have emerged and this time they're relying on private equity firms to help keep them in the game. mark for My Articles similar articles
Financial Advisor
August 2007
Jeff Schlegel
Private-Equity Payout The private-equity tsunami that's sweeping the investing world isn't exactly inundating the financial advisory industry, but it is making waves. mark for My Articles similar articles
Investment Advisor
August 2006
Mark Tibergien
Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price. mark for My Articles similar articles
Inc.
April 2008
Darren Dahl
Meet the Buyers Sellers of businesses are more or less the same: They're all looking for the best price they can get. Buyers are trickier to figure, because different buyers can see the same company in different ways. mark for My Articles similar articles
Financial Advisor
June 2006
Cort Smith
Focused On Big Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started. mark for My Articles similar articles
Investment Advisor
October 2005
Grau & Grable
The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers. mark for My Articles similar articles
Investment Advisor
March 1, 2011
Mark Tibergien
Multiple Choice Options abound for creating liquidity and funding growth in your advisory business, but do your research before making the choice to sell your firm to a consolidator. mark for My Articles similar articles
Investment Advisor
May 2008
Mark Tibergien
Time of Reckoning In volatile times, the reality of practice valuations is exposed. mark for My Articles similar articles
Financial Advisor
January 2008
Bruce W. Fraser
Growing Up Over the next five years, the typical RIA will undergo rapid transformation, and the average RIA firm is expected to at least triple in size. To accommodate such growth, hiring decisions will become critical, stretching far beyond the traditional tendency of firms to simply add more advisors. mark for My Articles similar articles
Financial Advisor
July 2008
Robert Casey
Slower Build Growth slowed last year among in-dependent advisors, due to the lagging stock market. mark for My Articles similar articles
Financial Advisor
September 2012
RIA Acquisitions Poised To Accelerate A growing number of large RIAs are preparing their firms for sale, and more than a few are retaining investment bankers to draw up the required financial documents any acquirer would demand, according to Schwab Advisory Services. mark for My Articles similar articles
The Motley Fool
November 13, 2008
Liz Peek
This Is Where Investors Are Profiting Credit markets may be tight, but some deals are still being made, and risk arbitrage investors are capitalizing on it. mark for My Articles similar articles
U.S. Banker
April 2008
Joseph Rosta
Financial Mergers & Acquisitions Dry Up It's a hostile merger and acquisition world out there and the depressed bank and thrift market has not been spared. mark for My Articles similar articles
On Wall Street
May 1, 2012
Alan J. Foxman
All Tied Up The author answers questions about waiving fees for clients and registering an advisory business in California. mark for My Articles similar articles
Financial Planning
February 1, 2005
David Grau
Research Assignment When buying or selling a financial advisory firm, due diligence may be the most important thing you do before signing on the dotted line. mark for My Articles similar articles
Financial Planning
January 1, 2005
John J. Bowen
Sweat Equity Are you creating real value in your financial advisory business, or is it merely a job that few others are interested in buying? mark for My Articles similar articles
Registered Rep.
August 25, 2008
What Is Your Practice Worth? Plenty--If You Are Fee-Based Considering selling all or part of your book? Buyers don't seem to care about a business model, they are only interested in the present and future revenue streams. mark for My Articles similar articles
Financial Advisor
July 2009
Eric Rasmussen
Surviving The Storm Account sizes, staff and profits have shrunk, but far more firms gained clients than lost them. mark for My Articles similar articles