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Mariner Wealth Advisors Acquires The Pinnacle Group
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US in the news: Mariner Wealth Advisors buys California firm
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US in the news: Wealth Enhancement Group buys Los Angeles firm
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Mariner Wealth to acquire Allegiant Private Advisors - Tampa Bay Business Journal
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It’s a very hot market for RIAs, according to Dynasty Financial Partners CEO Shirl Penney maybe too hot.
“The availability of capital to fuel M&A is abundant and cheap. Whether it’s debt or equity, if there’s an RIA that is looking to sell, it seems like in a sales process, there [are] 15 buyers to every seller that shows up. It’s creating some frothiness with some valuations,” he explained in an interview with ThinkAdvisor on Wednesday.
If you add in potential tax changes “that might further incentivize” an advisor or RIA firm “to do a transaction,” Penney said. “Our group of M&A advisors are going to be very busy with RIAs as a result of some of those things.”