Displaying 28 results
Poor REIT sales signal potential cuts in valuations
'The problem is, when an NAV gets shaved, advisors and investors get pissed off,' one executive says.
3 drivers of record M&A activity
With valuations of financial planning and wealth management shops at record highs and private equity focusing on the space, it would seem prudent for firms to at least research their options.
What drives value for RPA firms?
RPAs with strong wealth management businesses and leadership will command a premium price, among other factors.
How advisers can add value to their firms
Some firms mistakenly trim expenses too aggressively to lower their costs and maximize their earnings to attract buyers. It may seem counterintuitive, but the opposite approach can make a firm more desirable.
Have valuations for RIA firms risen too much?
Buyers are convinced they are acquiring businesses that are well-positioned to grow organically over the next several decades no matter what happens in the economy or markets.
Culture, client communication help determine firm value
Bad cultures can be clearly identified by things like high employee turnover, an obvious lack of morale or client retention.
How high can RIA valuations go?
From pixie dust to private equity, myriad factors have contributed to the historic M&A surge in the space — with no end in sight.
For RPAs thinking about selling, there may be no time like the present
Over the past several years, the pace of dealmaking has accelerated, and valuations for desirable RPAs have climbed to earnings multiples that not long ago would have stunned buyers and sellers. That makes the present a very good time to consider becoming part of a larger firm.
The compensation conundrum
The way that a firm pays its owner can affect the firm's valuation
7 biggest ways top-performing firms sustain their growth
The fastest-growing and most profitable firms often take unconventional approaches to their business models. To see how your firm stands up, take part in this year's study.
Three big trends top advisers need to focus on now
Three trends creating the greatest potential and impact in the near term center around industry consolidation, human capital and the maturing of the advisory industry.
Largest fee-only RIA’s fourth-quarter profit shot up 43%
Financial Engines' results buoyed by strong markets and growing DC assets.
Independent RIAs represent only growing sector in financial advice
A new study finds the number of independent advisers grew at 8% per year versus the industry's overall loss of 1.2% advisers per year.
Focus Financial gets cash to pay shareholders
New private equity investment provides first opportunity for cash out.
Buckingham buys Dallas RIA with help from Focus Financial
Deal gives St. Louis-based firm a fourth location, asset bump to $4.9B.
RIAs bringing in new money, study finds
Registered investment advisers will continue to increase their market share of managed assets in the United States, according…
How much is that advisory firm in the window?
When it comes to what an RIA firm is worth, buyers and sellers tell a very different tale.
Top adviser Q&A: John Enright
The principal from Custom Wealth Management talks about the challenges of developing a succession plan.
Aggregator aid? Size of RIA deals up dramatically
Average transaction AUM nearly double that of 2011, Schwab data show
Acquiring minds cite big shortage of small RIAs to buy
Growth hamstrung by lack of suitable candidates
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