Articles
To Buy or to Sell | Maximizing Wealth Management Practice Value as a Mid-Career Advisor
In the wealth management industry, seasoned financial advisors can often experience a mindset shift when it comes to pursuing an acquisition vs selling their practice. Initially viewing themselves as…
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.…
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…
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…
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…
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…