Secrets Behind Success: Mergers & Acquisitions

Keys to a successful deal

September 05, 2017 @ 1:53 pm

Runtime: 3:49

Advisory firms are growing and mergers and acquisitions are getting bigger. Finding the right partner is one thing, but finding someone that can be a cultural and strategic fit is even more difficult.

Additional Content

Gabe Garcia of BNY Mellon's Pershing explains keys to M&A success

How to make a deal that makes more than business sense

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How did elite advisory firms manage to grow at twice the rate of their peers, even during the depths of the recession? Mission Possible IV: Three Pressure-Tested Growth Strategies of the Industry’s Leading RIAs delves into the business performance of individual RIA firms—and reveals what propelled some firms to prosperity while others lagged behind.

Serving the Needs of Senior Clients

“Senior Citizens” are not who they used to be. Many seniors successfully delay the aging process with active lifestyles and healthy living. Advisors who understand this new normal, including how senior clients perceive themselves and the aging process, are expanding their business with a specialization that focuses on addressing potential health changes.

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