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RIA Deals Failing Due to Unrealistic Valuation Expectations

More than half of active buyers are walking away from potential deals for three primary reasons, according to a new Fidelity survey.

David canterGabriel garciaScott hansonLaura delaneyFidelity investmentsBluespring wealth partners president david canterWealth managementAllworth financialValuations aaron wellsClient experience gabriel garcia

Bluespring Details Blueprint for Growth Initiative

New program is designed to help partner firms gain more convertible leads while shortening time between outreach and onboarding.

Angela osborneDavid canterDigital campaign of the yearAtria wealth solutionsKestra holdingsBluespring wealth partnersPresident david canterBluespring blueprintFicomm partnersIndustry awardDigital campaignFidelity labsBluespring wealth partners president david canterGrove point financial

Private Equity Firm Altas Takes Stake in Mercer

The deal with Altas Partners is expected to raise over $1 billion in common equity and bring the Mercer’s valuation to north of $3 billion.

David canterMercer advisorsNew york based altas partnersGenstar capitalOak hill partnersOak hillBluespring wealth partners president david canter

RIA Edge Panel: M&A is Evolving But Here to Stay

The talk of slowing RIA M&A activity has been over-exaggerated, and valuations remain high for growing firms, M&A players say.

David canterJohn langstonBrandon kawalScott hansonDimensional fund advisorsRepublic capital groupWealth managementHollywood beachAllworth financialLightyear capital backed allworthRepublic capitalAdvisor growth strategiesBluespring wealth partners president david canterWealth partners president david canter

Michigan-Based Firms Join Integrated Partners to Enhance UHNW Services

Two teams with more than $500 million in combined assets have joined the Integrated Partners platform to build out services for wealthier clients.

United statesRob sandrewPaul saganeyDavid petoskeyStephen kolanoDavid canterPresidentjoshuam barronWealthcare management servicesFinancial services groupIntegrated partnersServices groupChief growth officer rob sandrewManaging directorInvestments stephen kolanoWealth managementDiplomat beach resort

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