M&A Review

2017 Advisor M&A Highlights

Join us as we delve into the 2017 Advisor M&A Highlights and discuss another exciting year for the financial services industry with increased RIA and advisor consolidation, changes in compliance and the Department of Labor Fiduciary Rule, and the tax reform —  all of which had a direct/indirect impact on the value of RIA and […]

2016 Advisor Merger & Acquisitions Data Press Release

(PORTLAND, Ore. — Feb. 20, 2017) Succession Resource Group, Inc. (SRG) published its third annual review of advisor acquisition activity, recapping 2016 data highlights and trends, drawing on more than $46 million dollars in third-party aggregate advisor sales prices ($5.6 billion in aggregate AUM transferred). SRG presented its findings to a live audience in its […]

2016 Advisor Merger & Acquisition Annual Review

Each year, the market for mergers and acquisitions of advisors continues to evolve and become more complex. In this annual review, we will look back at the mergers and acquisitions in the financial services industry in 2016 to provide you with the most current and interesting information affecting their practice’s value. Our three panelists, David […]

2015 Financial Advisor Merger & Acquisition Annual Review

(PORTLAND, OR — April 12, 2016) Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, “2015 Financial Advisor Merger & Acquisition Annual […]

2015 Advisor Merger & Acquisitions Data Press Release

(PORTLAND, OR — April 12, 2016) Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, “2015 Financial Advisor Merger & Acquisition Annual […]

2015 Financial Advisor Merger & Acquisition Annual Review

SRG proudly presents its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. Multiples are up! More advisors are selling their practice than ever! Third-party lending is on the rise and readily available!  Read the article or watch the video for […]

Financial Advisor’s 2015 Mergers & Acquisitions Mid-Year Review

Succession Resource Group’s 2015 Mergers & Acquisitions Mid-Year Review As volatile markets and potential legislation from the Department of Labor continue to throw advisors curve balls, Succession Resource Group takes a dive into advisor deals done thus far in 2015. We examine how these factors are affecting values in the financial services industry, trends in the marketplace, […]