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Articles tagged "RIA M&A"


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Nick Blasi: The buyer is taking a substantial risk [in this environment] and should be allowed to protect themselves.

Suitcases of cash for RIA M&A deals are one COVID-19 victim, as RIA buyers leverage economic uncertainty to force more risk on sellers

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

June 24, 2020 at 2:05 AM

Jeff Concepcion: If things stayed easy, [advisors] would stay another two or three years, but now they're saying, 'I don't want to go through another cycle like this.'

COVID-19 throws a curve ball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

M&A rainmakers hedge their bets on how deep COVID-19 will drive cuts to RIA sale prices, although first quarter market has been stable.

April 10, 2020 at 1:50 AM

Paul Lally: "If you educate me, please don't leave me at the altar."

Fidelity races to develop M&A program ahead of looming merger boom

Boston custodian seeks to manage a flood of client requests

September 23, 2009 at 5:16 AM

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