-
Advisor M&A Trends for End of 2022 and Beginning of 2023
Advisor M&A Trends for End of 2022 and Beginning of 2023 M&A activity has exploded in the financial advisor industry over the last five years. Access to capital, the entry of new buyers both within the industry and from outside private equity firms,...
Read More -
Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer
Pros and Cons of Purchasing Acquisitions Outside Your Broker Dealer Advisor interest in acquisitions has grown tremendously over the last few years. Practices of every size have gotten in the game, even if only to make a single acquisition. Advisors...
Read More -
How A Fluctuating Economy Impacts Advisor M&A
How A Fluctuating Economy Impacts Advisor M&A Financial advisors are always hyper aware of fluctuating markets and how those markets impact their clients. This is especially true during sudden downturns, which can cause many clients to become fearful...
Read More
