Articles

January 31, 2024

Podcast | How The CEO Of A $2 Billion RIA Approaches Buying Other Firms

On this episode of the Advisor Financing Forum, we welcome back Nick Asmus, CEO of Berger Financial Group, to discuss Berger's recent acquisition triumphs and the profound insights they've gathered.…

January 01, 2024

RIA M&A: The Evolution of Deal Structures Contains Lessons for Both Buyers and Sellers

By Katie Bruner & Aaron Halser Featured in Wealth Management.com's 2024 Market Outlook In spite of all of the macroeconomic and geopolitical headwinds that have impacted the wealth management…

December 08, 2023

7 ways independent wealth management firms are consolidating

By Tobias Salinger , FinancialPlanning.com - Wealth management M&A momentum is accelerating at the end of 2023, as the macroeconomic headwinds that threw dealmaking off its previous…

November 13, 2023

Early-Career Liquidity Events for Financial Advisors

A New Dawn in the M&A Sphere: Early-Career Liquidity Events for Advisors In the dynamic M&A world, there has been a shift in the opportunities available for advisors. Gone are the days when…

November 07, 2023

How a home office visit sealed a $1.4B RIA deal for Captrust

By Victoria Zhuang , FinancialPlanning.com - In wealth management's competitive M&A market, sometimes the "first date" of an in-person meeting is what makes or breaks a promising deal.  Brian…

October 31, 2023

Financial Planners' M&A Drops As Rates, Uncertainty Jump

Number of deals set to decline for the first time in nine years, report says. By Jeff Benjamin, ETF.com - With just two months left in the year, 2023 is on track to derail a nine-year streak for…