Part 2 of this two-part series explores what drives value and how to build a business that will be 'attractive' to acquirers and garner the highest valuation.
A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.
Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the 'right' activities.
