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Advisory firm valuations are dropping
Falling markets are cutting firms' revenue tied to AUM at the same time rising interest rates are making it more expensive for buyers to finance deals.
4 keys to preparing your firm for a transaction
Even if you have no plans to sell, taking these steps will mean you're running a better business.
Establishing expectations for clients is key
If advisers don't set expectations when they first meet with clients, clients will create their own, and odds are they'll be disappointed.
How advisers should navigate this bear market
Guiding jittery clients through rough financial patches is one of the most important things advisers do, but they need to keep themselves from being emotionally drained by the effort.
Creative deal structures keep M&A volume high, but for how long?
Fundamental rationales for mergers and acquisitions remain strong, but deal details reflect current market realities.
The decline of internal succession in the age of integrators and aggregators
Remember that almost any carefully developed plan is going to be better for your family, employees and clients than to have no plan in place at all.
Succession planning isn’t driving all M&A
The economics are attractive right now, and many advisers see a better future for virtually everyone involved if they join forces with a larger firm.
Allworth acquires two firms, adding $640 million in AUM
Second Opinion Partners and Muchler Financial Services are folded into the firm.
Maximize your firm’s value by leveraging a next-gen adviser
Whether you oversee a large enterprise or you’re a one-person shop, the more completely you can replace yourself prior to the start of negotiations, the better terms you’ll receive.
M&A deal structures have changed dramatically amid the bear market
Dozens of transactions are still being completed every month despite the markets' slide, but they're being structured differently.
Soothing client concerns about their investments during mergers
Let's face it, virtually no two firms have the precise same offerings. However, the partnership can work if the firms have complementary investment philosophies.
The advantage of tiering your advisory fees
The AUM fee model works well in rising markets, but when markets begin to decline, the model means revenues are falling as the needs of clients increase.
Is your custodian or IBD holding you back?
Some custodians and IBDs will require that an advisory firm move its assets off their platform if the firm is acquired or merges with one of the consolidators.
The bedrock of client experience
While clients tend to be loyal to their advisers, enhancing the firm's client experience is a way of ensuring they stay.
Allworth acquires two RIAs, $727 million in assets
UAS Wealth Advisors of Albuquerque, New Mexico, and Adams Chetwood in Durham, North Carolina, expand Allworth's geographic reach in the Southeast and Southwest.
Bear markets chip away at firm valuations
Just about every asset class has been whacked in this year's sell-off, which has pushed firms' AUM values lower, resulting in lower fees and revenues.
The time to market your firm is now
New clients are both the key to growth and to insulating a firm's revenues against a declining market.
Attracting new clients is the key to increasing value
The most productive use of an adviser's time is not spending it with current clients, it's attracting new ones.
Allworth Financial acquires $991 million St. Louis RIA
Horseman Group’s 13-member team works from three Missouri offices and serves more than 1,600 households.
Allworth Financial acquires $480 million RIA
The agreement brings Allworth’s total number of offices to 21 across the country.
