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
Focus: RIA M&A Market Moving Away From 'Amateur Hour'
Focus CEO Rudy Adolf says the firm is well positioned to take advantage of a larger trend, where M&A activity is stronger among small and mid-sized RIAs.
Source: wealthmanagement.com
Texas Advisor With $360M Joins Mercer Advisors
A Texas-based advisor with about $360 million in assets under management is joining Mercer Advisors after previously affiliating with Raymond James.
Source: wealthmanagement.com
Sequoia Financial Group Sells $200M Stake to Valeas Capital Partners
The minority investment will bring Valeas alongside Kudu Investment Management as the $10 billion AUM firm pursues inorganic growth strategy.
Source: wealthmanagement.com