Generational Shifts Along with Increasing Regulations Pushes More RIA M&A
Forty percent of all RIAs are expected to retire by 2029 and roughly one in four do not have a retirement plan.
Source: themiddlemarket.com
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Rockefeller aims to double financial advisor teams
The growing wealth management offshoot of what was once John D. Rockefeller's family office plans to add more than 100 more advisory practices.
Source: financial-planning.com
DeVoe: RIAs Break Through to "New Normal" of M&A Activity
The first six months of 2022 saw a decline in RIA M&A deals compared to the previous two quarters, yet represented the second most active six months on record.
Source: wealthmanagement.com
Kings Point Acquisition Brings Wealth Enhancement Assets Over $55B
Wealth Enhancement Group acquires Kings Point Capital Management, a New York and Tennessee-based independent RIA with $1.7 billion in client assets
Source: wealthmanagement.com
Wealth Enhancement Group Joins Forces with Kings Point Capital Management, New York and Tennessee-based Independent RIA with $1.7 Billion in Client Assets
/PRNewswire/ -- Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of Kings Point Capital Management, LLC,...
Source: prnewswire.com