M&A
M&A
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Macroeconomic trends and matters of convenience will move advisors, assets and markets next year in the ever-changing wealth management space.
December 11 -
Six major trends to watch next year include M&A and the breakaway broker movement.
December 10 -
Guess what? It’s not where the biggest AUM is.
December 7 -
Here’s what is underpinning the creation of a firm with more than 320 advisors and $200 billion in assets.
December 7 -
Wealth management transaction activity will reach a record level for the sixth straight year in 2018, according to one forecast.
December 7 -
Demand for advice is exceeding capacity as about 150,000 prospective clients have reached out to the firm this year alone, Ric Edelman says.
December 6 -
B. Riley is grabbing a majority stake in National Holdings while pledging to be a passive investor in the overhauled firm.
November 30 -
Think RIAs are valued at two times gross revenue. Think again.
November 30 -
A chief operating officer can be a firms' secret weapon for growth.
November 30 -
Acquisitions in wealth management have proven tricky in recent years.
November 29