David Pan

2019 Advisor M&A Review Infographic

2018 was another exciting year for the financial services industry with increased RIA and broker-dealer consolidation, changes in compliance and the Fiduciary Rule, and an ever expanding array of financing options — all of which had an impact on the value of RIA and IBD practices. This infographic shares some of the 2018 highlights in […]

[Webinar] 2019 Advisor M&A Review

Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In our 5th annual review, we will look back at the mergers and acquisitions in the financial services industry in 2018 to provide you with the most current and interesting information affecting your practice’s value. Our two panelists, […]

2019 Advisor Mergers & Acquisitions Annual Review

Download PDF » PORTLAND, Ore. (Jan. 21, 2019) — Succession Resource Group, Inc. (SRG) is publishing its fifth annual review on the M&A activities of RIA and securities professionals, recapping 2018 deal data and trends drawing on $88 million in third-party advisor sales and $6.7 billion in AUM transferred[1]. Based on the deals completed in 2018, […]