David Pan

2020 Advisor M&A Takeaways Infographic

While 2020 is shaping up to be a rollercoaster of a year for advisors, the M&A market for independent Registered Investment Advisors and securities professionals also had many exciting developments. Whether you are contemplating buying or selling an advisory business, or simply wanting to stay current on industry developments, the 2020 Advisor M&A infographic contains […]

RIA M&A Decade in Review: 2010-2019

PORTLAND, Ore. (Feb 11. 2020) — Succession Resource Group, Inc. (SRG) is publishing its ten-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors, recapping deal data, trends, and predictions for the coming decade. SRG’s data for this period draws upon more than $250 million in third-party transactions and […]

2020 Advisor Mergers and Acquisitions Review

In the 2020 Advisor M&A Review, we will look back at the mergers and acquisitions in the financial services industry in 2019 to provide you with the most current and interesting information affecting your practice’s value. Our CEO, David Grau Jr., will review key observations of the market for buying and selling securities and advisory […]

Succession Resource Group Wins 2019 WealthManagement.com Industry Award in Succession/Ownership Transition Services

2019 WealthManagement.com Industry Award | Download PDF » PORTLAND, Ore. (Sept. 19, 2019) – Succession Resource Group (SRG) is proud to announce it was nominated and won the 2019 WealthManagement.com Industry Award in the category of Succession/Ownership Transition Services for its “Shared Growth Model” strategy, nominated with Financial Advocates and Hamburger Law Firm. SRG was also […]