M&A
M&A
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Tensions between buyers and sellers of advisory firms are surfacing, according to a study.
January 22 -
The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.
January 22 -
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
January 21 -
Successful deals are generating a high degree of confidence in the M&A market.
January 21 -
The firm's chief Eric Clarke says there are multiple suitors.
January 16 -
The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.
January 14 -
The potential for higher taxes next year may accelerate deals.
January 14 -
Seniors can claim tax deductions for payments made on their homes, allowing them to reduce their tax burden when they retire.
January 13 -
The partnership will likely help both industry titans with their long-term strategic plans.
January 9 -
Deals by the holding company’s partner firms combined for over $5.5 billion in AUM last year.
January 8