What if we all had the chance to take a “mulligan” at least once in our business lives?
That is, use the proverbial golf do-over rule as a way to reset our goals and expectations and take that shot one more time, but this time from a whole new perspective.
That’s exactly the way Ahmie Baum describes his transition to independence.
While he was perfectly comfortable at UBS a decade ago, he started to see things a bit differently when his son Brian joined the business.
It was an awakening that made him dig deep and evaluate everything to create a clean slate. For the first time in decades, Ahmie started asking himself if UBS was indeed the right partner for the future of the business a legacy that he and Brian would build upon and Brian would someday take over.
Why a Former UBS Lifer Considers Independence His Do Over
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The RIA roll-up market has seen a decade of explosion
The marketplace for RIA M&A networks is currently overrun with players from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
March 8, 2021 8 MINS
Ten to 15 years ago, when the very first group of aggregators, or roll-ups, of registered investment advisers were arranging and completing their first round of M&A deals, there were three pillars in the industry’s mergers and acquisitions landscape, plus one outlier.
The first pillar was United Capital, a centralized platform that absorbed the RIA firms it purchased and renamed them, bringing them under one central brand and technology and investment platform.