Subscribe

Experience pays dividends in wealth management deals

Experience-pays-dividends-wealth-management-deals-acquisitions

Research shows repeat deal-makers have had more success in a surging M&A market

The financial advice industry logged another record year for mergers and acquisitions in 2019 and appears poised for further consolidation over the year ahead. According to InvestmentNews Research data, 70% of firms that acquired a competitor over the past two years are currently considering another

Subscribe or log in to read the rest of this content.

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Advisors are upbeat on the market outlook for coming year

Recent InvestmentNews survey shows sectors where advisors plan to increase investments include actively managed ETFs and US fixed income.

Q3 advisor moves down 18.9% from year before

The recruiting data show advisors' preference for operating under independent models.

Why the future looks bright for ETFs

The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.

Advisor movement declines 16.6% over first half

The total of 6,757 advisors moving between advisory and brokerage firms in the first half is the lowest level seen in the data, which go back to 2009.

The 11 hottest markets for next-gen advisors

InvestmentNews used Bureau of Labor Statistics data to calculate future demand for advisors and identify metropolitan areas that will need a substantial number of new advisors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print