RIA Valuation Insights

A weekly update on issues important to the Asset Management industry


Asset Manager M&A Activity Continues to Accelerate in 2018

Asset manager M&A was robust through the first two quarters of 2018 against a backdrop of volatile market conditions. Several trends which have driven the uptick in sector M&A have continued into 2018, including revenue and cost pressures, RIA aggregators, and an increasing interest from bank acquirers. We discuss further in this week’s post.

RIA Stocks Post Mixed Performance During 2Q18

Over the last several years, asset managers have benefited from global increases in financial wealth driven by a bull market in asset prices.  However, favorable trends in asset prices have masked some of the headwinds the industry faces. Against this backdrop, we take a closer look at last quarter’s market performance through the lens of sector and size.

What We’re Reading About RIA M&A and the SEC Advice Rule

Most of the sector’s recent press has focused on M&A trends and the SEC’s proposed advice rule, so we’ve highlighted some of the more salient pieces on these topics and a few others that are making news in the industry.

Five Things RIA Owners Can Do to Turn Success into Momentum

While the fundamentals of your firm may appear to deteriorate during bear markets, the fundamentals of the industry will continue to drive success for a long time. Today, the fundamentals of your firm are probably the best they’ve ever been. That’s why this is the perfect time to consider your formula for success, prepare for the next downturn, and build the competitive momentum you’ll need to ride the industry trends to greater success in the future.

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