News, Vision & Voice for the Advisory Community
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Kurt MacAlpine plans to keep buying fast and fearlessly for CI Financial, but skeptics say frothy valuations and high debt are ratcheting up risk.
Rudy Adolf sees RIA-seller supply catching up with serial-buyer demand soon enough and that his roll-up's discipline will pay dividends and restore its market leadership
Dangled like free money and dressed up as AFLAC, the Payroll Protection loans triggered primal survival instincts and differing ideas of due care to clients, self and one's fellow man.
Sellers are still getting paid at familiar sales prices, but some of the bad old days of 'earn-outs' are back, which delays the time when they can stop worrying about firm cash flow
For the RIA principal who wants cash, control and chips off the table, it's M&A ambrosia; but sophisticated buyers may be extracting more value than sellers realize
The ex-Hightower, ex-Dynasty recruiter joins Stan Gregor's early-stage RIA roll-up, with mighty backing and good momentum
With Andy Putterman, Scott Welch and a big cadre of Fortigent's biggest customers living well together, a picture emerged
Silver Bridge, backed by the high-power law firm and headed by a former JPMorgan Chase division president, is exploiting the need of single-family offices to gain scale without merging to become multifamily offices
Harris myCFO continues a shrewd strategy of serving the very, very rich as it puts CTC Consulting into its arsenal
With $33 billion of assets and legacy Lowry Hill and Calibre elements, the unit plans to hit the ground running and compete in a realm where RIAs are only starting to make a dent
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