Buying another advisor’s book of business is a way to immediately grow your assets under management and add new specialty services to your practice. If you’re considering an acquisition, chances are you’ve already got some idea of what you’re looking for, the valuation process for setting a price and how you would integrate the two …

There has never been a better time for advisor-CEOs to explore growing their business through M&A. Two key trends are fueling opportunities for significant growth — if you’re ready to take your business to the next level. The first trend changing the RIA landscape is the demographic shift taking hold as baby boomers transition out of …

 Mergers and acquisition activity in the wealth management space is hot. What’s driving this wave of deals? M&A gives advisors the chance to create even better practices by combining with others. Larger firms tend to generate more value through economies of scale and through teamwork versus smaller or solo practices. In addition, roughly 37% …