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Business Transitions

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Eight Weeks Of Relief Is Not Enough For Small Firms Facing Failure

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Even with relief and stimulus, most small businesses will not survive much longer in a shutdown.

My Take On The Schwab/TD Ameritrade Merger

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This huge deal is happening amid big changes in the industry.

RIA Firms’ Acquisition Prices Are Set Too High, Experts Argue

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RIA firm owners who want to sell are overestimating their value and consequently losing out.

Roughly One-Third Of Advisors Expected To Retire Over Next Decade

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The exodus will put about 39% of the advisory industry's AUM in motion, according to a Cerulli Associates report.

Brewer Consulting Launches Marketing Accelerator Service

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If you’re a financial advisor with a vision of how you would like to brand and market your practice, Patrick Brewer of Brewer Consulting in Austin, Texas, has just the product for you.

Tax Cuts Added New Options, Complexity For Business Owners

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While aiming to simplify the tax code, the 2017 tax reform made the choices for business owners more complicated.

'Fear Gap' A Big Hurdle For Breakaway Advisors

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Advisors shouldn't be overwhelmed by the idea of making the leap to independence, this consultant says.

Chalice Network Adds Transition Consulting To Its Lineup

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The network has partnered with BridgeMark Strategies of Charlotte, N.C.

Bluespring Wealth Makes Ohio RIA Its First Acquisition

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Hickory Asset Management joins Bluespring Wealth with $153 million AUM.

AdvisorNet Financial Appoints President As Cetera Financial Group Grows

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Cetera Financial Group also announced substantial growth this year.

Wealth Management M&A Activity On Course For Record Year

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The value of deals in July more than doubled from a year earlier, mainly due to one monster deal, Fidelity said.

An Older Advisor Does Something Unusual: He Creates A Succession Plan

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Bucking an industry trend, advisor Gary Schwartz has made plans to pass his firm on to his two sons.

Majority Stake In $11.8B Wealth Enhancement Group Sold To TA Associates

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The stake was sold by Lightyear Capital, which invested in the firm in 2015.

RIA Consolidation In Next Decade

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Rarely a Monday goes by when our editorial staff doesn’t receive several announcements of mergers and acquisitions in the RIA universe.

MGP/Envestnet: What Are The Implications?

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Many believe this acquisition won’t reduce fintech competition and more players will offer financial planning software.

Blucora, HD Vest Parent, Acquires 1st Global For $180 Million

by FA Staff

The transaction creates a dominant player in the IBD space for CPAs and other tax-focused advisors.

Megent Financial Joins Cetera Advisors With $640M In AUM

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Orland Park, Ill.-based Megent is the latest in a string of firms to affiliate with Cetera.

Sanctuary Wealth Hires Michael Ragins As IAR

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Sanctuary Wealth Partners, based in Indianapolis, has hired Michael Ragins as an investment advisor representative.

Pennsylvania Trust Hires Three VPs

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They will be responsible for tax services, portfolio management and fixed income.

New Cetera CEO Voices Optimism, Excitement About IBD Network’s Future

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In a letter, Ben Brigeman lauds what he calls Cetera’s "advice-centric experience" for advisors and clients.

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