Six Things Advisors, Firms Need to Know Before Making Any Acquisition

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1. Advisors Are Rushing For The Exits

1. Advisors Are Rushing For The Exits

More than half of all independent advisors are over age 50, and that group controls more than half of all the revenue at independent broker-dealers and custodians, according to Tiburon. The glut of advisors in their 50s and 60s who are ready to move on has helped lower deal prices, according to Charles Roame, managing partner of Tiburon Strategic Advisors, in Tiburon, Calif. So now's the time to start getting serious about taking the plunge.



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