M&A
M&A
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Weissbluth will step down as CEO and become chairman.
August 20 -
The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.
August 16 -
I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.
August 9 -
A high valuation is a mixed blessing, industry analysts say.
August 2 -
Dan Arnold says the firm remains interested if deals are a match for the No. 1 IBD.
July 27 -
The IPO price was lowered, but long-term performance is considered key.
July 26 -
Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.
July 25 -
The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.
July 24 -
Mapping out their cash flow and identifying existing and potential problem areas are good places to start.
July 24 -
Money pouring into the advisory business is making one prominent banker nervous.
July 22