Informe de Pershing

La actividad de M&A entre RIAs se mantiene, pero la alineación de objetivos estratégicos cobra importancia

Fecha:

M&A Activity Among RIA Firms Remains Steady but Aligning Strategic Objectives More Important Than Ever
Foto: Julien Chalendard. La actividad de M&A entre RIAs se mantiene, pero la alineación de objetivos estratégicos cobra importancia

Autor: Fórmate a Fondo

  1. One in four advisory firms was involved in a transaction within the past five years
  2. "RIA deal-making will invariably continue and grow in frequency," said Gabriel Garcia, director of relationship management at Pershing Advisor Solutions
  3. "While M&A activity is highly regarded as a means of expansion, it is important to recognize that a transaction is not necessarily the only way to achieve growth," added Mr. Garcia