The second half of 2021 should break all previously existing records for the number of mergers and acquisitions in the wealth management business. From what I’ve seen, there are three main factors driving the increase. First, valuations of financial planning ...

Retirement plan advisory firm valuations are at an all-time high and the number of deals is skyrocketing, leading many RPAs to ponder, “What are the drivers of value?” At the Sept. 9 RPA Valuation workshop, led by Dick Darian, CEO ...

Hot, hot, hot. That’s an apt description not just of the blazing summer weather in much of the country but the current demand for registered investment advisory firms. As Bruce Kelly noted in his recent cover story, valuations of RIA ...

Asking price is about more than merely calculating bull market-inflated multiples of revenue or earnings. If you’re the principal of a registered investment adviser, a hybrid or an advisory firm affiliated with an independent broker-dealer, there are probably entities interested ...