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This Week in Wealth Management Deals

This Week in Wealth Management Deals
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Questions From New RIA Owners About M&A: Part 1


Questions From New RIA Owners About M&A: Part 1
It’s advisable to keep a pragmatic and open mind to help avoid suppositions particularly around valuation that may impair your ability to effectively prepare for and execute an eventual sale.
Selling your brand-new RIA may not be top of mind yet, but it’s hard to ignore merger and acquisition activity around independent wealth management firms for very long.
Every quarter, consulting firms with expertise in the field provide running tallies of M&A activity that has risen steadily since the early 2000s, as a variety of buyers attracted by recurring revenue in a growing financial-advice channel make their moves. ....

Advisor Growth , Echelon Partner , ஈஶலாந் கூட்டாளர் ,