aRIA

Looking forward to today's Roundtable discussion with @AllianceforRIAs members reflecting on their journey over the last 10 years! @BBrodeski @SavantWealth @rchusker @CarsonGroupLLC @BeaconPointeRIA @AdvisorGrowth Register here: bit.ly/35qTNJk

$9bn RIA giant Savant Wealth Management has set up its own in-house law firm: citywireusa.com/registered-inv…

Congratulations to the @BPWealthAdvisor team!

"You are only as good as the team" Thank you to our special guests from @6meridian for a great conversation with @AdvisorGrowth and @BKawal_AGS last week! If you missed it, check out the replay now available: advisorgrowthllc.com/webinars

TOMORROW ➜ Join our RIA Austin Virtual Event! Gather insights from top RIAs to learn how to grow your practice! 🔥 Click here to register: citywireusa.com/registered-inv… #CitywireRIA #CitywireVirtual @RChusker @BBrodeski @ExencialWealth @AdvisorGrowth @RaymondJames @Garlandgoeswest

Thanks @CitywireRIA for the opportunity to speak at this exceptional event! We look forward to sharing our thoughts about the future of our industry.

Stratos Wealth Partners Helps Smaller Advisors Compete on a Larger Scale @barronsadvisor @StratosWealthAG barrons.com/articles/jeff-…

How Stratos can become an M&A player citywireusa.com/registered-inv…

RIA buyers see the consolidators consolidating bit.ly/3aqB0M7 via @investmentnews

If opportunity knocks, is your firm prepared to answer? When it comes to M&A opportunities, 51% of surveyed RIAs say they are unprepared. Learn about the opportunities that exist and how to overcome barriers in this report by @AGS_Wire: ow.ly/iz4G50AXO3S

If you are looking to understand the #RIA M&A landscape, check out the conversation with @AdvisorGrowth, @RushBenton of @CAPTRUSTfa and Karl Heckenberg of Emigrant Partners discussing deal structure trends. Webinar replay here: bit.ly/2B2hZBX

Interesting @AGS_Wire data - lots of interest in advisor M&A, but... - 1/3rd of firms likely to consider a purchase - Only 8% thinking about selling - 71% said "giving up control" main barrier to selling "Most RIAs Unprepared to Strike an M&A Deal" bit.ly/2OTJwcA

Advisors don’t need to seek out deals to stay competitive, but education and an intentional approach will help them make the best choices, instead of someone else making those choices for them. @AdvisorGrowth @ThinkAdvisor ow.ly/OARR50AGBPx

If you haven't checked out @CitywireRIA's The M&A Roadmap, you are missing great insights on deals across the industry including @savantwealth @scotthansonCEO @MercerAdvisors @LizNesvold @Stratos_Wealth @CAPTRUSTfa @HightowerAdvsor @mkbrinker @AllianceforRIAs

"There is an understandable pride factor that successful advisors have. The acquisition process will get emotional and the buyer/partner of theirs has to be both respectful and patient with the process" - @BBrodeski @SAVANTweets @CitywireRIA citywireusa.com/registered-inv…

Buyers want to invest on the most affordable basis and sellers want to extract the highest level of value. You are on opposite ends of the spectrum - Jeff Concepcion. @StratosWealthAG @CitywireRIA citywireusa.com/registered-inv…

Successful deals take two parties who are willing to listen and hear each other's point of view. If either gets greedy, you usually don't end up finding a partnership in the end. @oros_bob @citywireria ow.ly/euZU50AuZAV

New research from @echelon_group indicates that RIA dealmaking may rebound in the second half of 2020 as megadeals lead the way: citywireusa.com/registered-inv…

Thanks @citywireria for putting together this timely report on M&A and explaining what the process really entails.