Strategic advice and key considerations to help advisors achieve synergies and create competitive advantages through RIA to RIA transactions.

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal March 07, 2013 20130307 RIA Thought Leadership /images/real-deals-trend-report.png Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal 12596
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Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal
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Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal

| Audience: RIA

Strategic advice and key considerations to help advisors achieve synergies and create competitive advantages through RIA to RIA transactions.

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal, the fifth in a series of reports published by Pershing since 2006, found that despite unfavorable deal-making conditions, 37 percent of all deals in 2012 consisted of an RIA entering into a "one-off" transaction with another RIA or an RIA making a series of acquisitions.

The Real Deals Trend Report offers strategic advice and key considerations to achieve synergies and create competitive advantages through RIA to RIA transactions, including:

  • Realizing the benefits of scale
  • Gaining access to a new market
  • Acquiring new skills or capabilities
  • Effect a succession in ownership

Topics: Mergers and Acquisitions

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Kristin C. says:

thank you

Don W. says:

look forward to the program

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal  Keeping your finger on the pulse of recent trends among your peers can help you make more informed decisions about your own future Strategic advice and key considerations to help advisors achieve synergies and create competitive advantages through RIA to RIA transactions.

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal, the fifth in a series of reports published by Pershing since 2006, found that despite unfavorable deal-making conditions, 37 percent of all deals in 2012 consisted of an RIA entering into a "one-off" transaction with another RIA or an RIA making a series of acquisitions.
Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal March 07, 2013 20130307 F84EB91E941C4346A61CBB04C31DC28A