RIAs

Discounted cash flow valuations have become popular, but untangling the formula can be challenging.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The losing firms? Morgan Stanley and Wells Fargo.

The value custodians offer RIAs is not going away any time soon, but it is has changed.

A seller’s market means firms will need to adjust pay-raise budgets for 2019. They may also need to increase salary offers to attract the best workers.

Gauging the valuation of your business is a way of knowing the overall health of the firm. It can be a humbling process.

Still, advisors thinking of selling are urged not to procrastinate.

Bleakley Financial has launched its eighth office under its affiliation with LPL and Private Advisor Group.