M&A Trend Lines Take Dive in 4th Quarter | Wealth Management
Do six weeks of single-digit deals mean the RIA M&A market has turned a corner? Experts weigh in.
Source: wealthmanagement.com
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M&A Trendlines Take Dive in 4th Quarter | Wealth Management
Do six weeks of single-digit deals mean the RIA M&A market has turned a corner? Experts weigh in.
Source: wealthmanagement.com
DeVoe Q3 Report: RIAs South of $500M AUM Nearly Half of 2022 Deals
As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.
Source: wealthmanagement.com
Transcend Partner Group Joins Lincoln Investment Planning to Buy RIAs
New RIA aggregator on the block Transcend partners with Lincoln to build an industry-leading platform through acquisition.
Source: wealthmanagement.com
When Succession Plans Fail, Keep Trying
Advisors looking for someone to take over their practice may find the second—or third—time’s the charm.
Source: wealthmanagement.com