M&A

Advisor Upside

Retiring Advisors Push M&A Deals to $2.5T

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Most of the opportunities lie with the biggest firms, which have the deepest pockets, but Cerulli sees mergers up and down the AUM spectrum.

2 min read

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Advisor Upside

Your Practice Isn’t Worth What You Think. Here’s Why

The issue isn’t the number. It’s the lens being used to arrive at it.

4 min read
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Media & Entertainment

Large Universal Music Investor Disses Offer from Ackman’s Pershing

Bolloré Group, which holds 40% voting rights in Universal Music, has given a thumbs-down to a $65 billion takeover bid.

2 min read
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M&A

GameStop’s Ryan Cohen Sidesteps Compensation Questions on eBay Deal

GameStop CEO Ryan Cohen is sidestepping questions about how much a proposed takeover of eBay — for $56 billion — would benefit stockholders.

2 min read

Finance

Barnburner Figma IPO Offers Good Omen as Klarna Reconsiders Debut

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The company’s shares soared 250% in their New York Stock Exchange debut, yielding a market capitalization of $47 billion.

2 min read

Advisor Upside

The Real Problem Behind Succession Planning

The realities of an aging advisor demographic — combined with intense interest in RIA businesses from buyers — are changing the game.

5 min read

Advisor Upside

M&A Hit Record Highs in 2024

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There were 272 transactions last year, and that breakneck pace isn’t expected to slow down anytime soon.

2 min read

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