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Articles tagged "M&A"

Jon Beatty: The pie is growing and everybody's benefiting.

Roll-up-like deals back on the rise in first quarter as RIAs look for succession plans
National acquisition firms accounted for more than half of deals, with HighTower the big buyer

Thursday 4.19.12
Marty Bicknell: There will absolutely be more deals [this year].

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank
CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

Thursday 2.2.12
Nick Georgis: We keep hearing conjecture about consolidation.

RIA deals fizzle in the fourth quarter but big-paying banks are getting back into the game
Schwab's latest numbers are a sobering reminder the M&A boom may remain elusive

Thursday 1.26.12
David DeVoe: I have plans to scale this -- hopefully pretty aggressively.

David DeVoe, Schwab's RIA M&A chief, leaves to start his own shop
Nick Georgis is taking over the position as the former M&A czar launches ambitious venture

Monday 11.21.11
David DeVoe: The new methodology ... removes institutional RIAs, such as hedge funds, mutual funds and separate account managers

Schwab redefines RIAs in its M&A study but experts say further refinement is needed
Registered Investment Advisors have $50 million of AUM and serve HNW investors

Thursday 8.18.11
Dan Seivert: RIAs were competing with wirehouse brokers but now they’re competing against super RIAs and they’re feeling a little insecure.

Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations

Wednesday 2.2.11
David DeVoe: The consolidation model is still resonating with RIAs but some have made the strategic decision to move to the sidelines.

RIA M&A activity sizzles toward a record number of deals in 2010
Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data

Wednesday 11.10.10
Dan Seivert: "Mergers, as opposed to acquisitions, may suit you better if you have little cash."

Beware the time goblins in M&A deals
Ask these eight questions before shopping for advisory practices

Friday 10.30.09
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