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Financial Planning October 1, 2008 Stacy Schultz	The Real Deal More than half of all registered independent advisory (RIA) firms bought or considered buying another advisory firm at least once in the past two years.
Financial Planning June 1, 2009 Donna Mitchell	M & A: Who's Buying? Forget the dearth of capital afflicting the rest of the financial industry: RIA firms have access to plenty of money for mergers and acquisitions.
Investment Advisor March 2008 James J. Green	One Down, How Many to Go? Ken Fisher's the biggest RIA out there, but his firm just got a little bigger by acquiring a much smaller RIA. It's likely the first of many.
Investment Advisor January 2010 James J. Green	Numerology: Bright Future for Advisor M&A Activity M&A activity among RIA firms is poised for resurgence, as a new market environment emerges and the pool of potential buyers undergoes dramatic change.
Registered Rep. November 26, 2010 Charles Paikert	RIA M&A Deals On Track To Top 2009 Total The number of mergers and acquisitions completed in the registered investment advisor business through the third quarter of this year is near full-year totals for 2009, according to data from Schwab Advisor Services.
Investment Advisor June 2007 Mark Tibergien	Real Deals There's more activity than actual movement on the M&A front for financial advisory firms.
Registered Rep. April 15, 2010 Halah Touryalai	RIA M&A Deals Break Record in First Quarter Mergers and acquisitions seem to be crawling back to the top of RIA principals' to-do lists this year, as the first quarter's numbers show record activity. What is your practice worth?
Registered Rep. June 29, 2011 Jerry Gleeson	Tibergien: Selling Your Practice? Offer a Growth Story Too many advisors see successful practice planning as a career endgame that allows them to sell and move on. That's the wrong way to look at it, says Mark Tibergien.
Investment Advisor June 2007	What Does He Like? Ken Fisher has more than an intellectual curiosity about smaller advisory firms: He's also interested in buying them. So what are the kinds of firms he's interested in?
Financial Advisor December 2009 David J. Drucker	Solo Replacement Finally a (nearly) foolproof succession game plan for 85% of the profession.
Financial Planning November 1, 2007 Elizabeth O'Brien	A Visionary Move An interview with Mark Tibergien, a well-known and respected consultant at Moss Adams, as he takes the helm at Pershing Advisor Solutions.
Financial Planning May 1, 2010 Donna Mitchell	Advisory Pulse Registered investment advisory firms, especially small ones, are returning to the bargaining table this year; in the first quarter, RIA firms completed 24 merger and acquisition deals.
Wall Street & Technology October 12, 2007 Melanie Rodier	Bank of New York Mellon's Pershing Advisor Solutions Hires Mark Tibergien as new CEO Tibergien previously was a principal at accounting and consulting firm Moss Adams.
Investment Advisor June 2007 Bob Clark	The Art of the Deal Advisors who don't understand where those astronomical practice values are coming from are doomed to get what they deserve.
Registered Rep. September 3, 2009 Mindy Diamond	Talking To Clients About Breaking Away Here are some starting points for advisors to begin a conversation with clients about deciding to establish themselves as an RIA or joining an existing one.
Investment Advisor March 1, 2011 James J. Green	Human Capitalist At Pershing Advisor Solutions, the emphasis is on putting the right people in the right spots to serve high-end advisors
Investment Advisor October 2006 Bob Clark	Swimming With The Sharks Read the fine print before selling your financial advisory firm to a strategic buyer.
Registered Rep. August 25, 2008	What Is Your Practice Worth? Plenty--If You Are Fee-Based Considering selling all or part of your book? Buyers don't seem to care about a business model, they are only interested in the present and future revenue streams.
Financial Advisor May 2006 Sydney LeBlanc	Selling An SMA Practice As an independent financial adviser who has built a powerhouse separately managed account business, can you put a price on the value of your advice, your standards and your relationships?
Financial Planning October 1, 2010 Elizabeth Wine	To Market, to Market Observers and participants say the M&A market is just starting to recover from the economic disaster of the last two years, but there's a big price disconnect.
Financial Advisor January 2008 Bruce W. Fraser	Growing Up Over the next five years, the typical RIA will undergo rapid transformation, and the average RIA firm is expected to at least triple in size. To accommodate such growth, hiring decisions will become critical, stretching far beyond the traditional tendency of firms to simply add more advisors.
Investment Advisor February 2008 James J. Green	Lessons From a Banker Investment Advisor meets with investment banker Nimi Natan, who specializes in putting together deals for smaller business owners looking to sell or merge their businesses.
Financial Planning August 1, 2008 Elizabeth O'Brien	Joining the Fray Those who can, do, the saying goes. Three Moss Adams consultants embraced this sentiment over the past year, leaving their prestigious perches at the Seattle-based firm to practice what they preached.
Investment Advisor July 2010 James J. Green	RBC Is Not Pershing Key differences between RBC and PAS philosophies.
Investment Advisor June 2006 Tibergien & Littlechild	Consider the Clients If you are one of the many who is thinking about buying, or merging, your book of business or a substantive advisory firm, no doubt you have thought about risk. Hint: it's the firm's clients who determine its true value. So talk to them.
Financial Advisor April 2007 Evan Simonoff	Mania In Bloom? A newfangled type of acquirer has entered the financial advisory market. So, how good and fair are these deals? It's obvious that the transactions can work well for the founders, but how about their successors?
Financial Advisor November 2011 Evan Simonoff	M&A Game Changer Leading custodians in the RIA space are offering acquisition financing to firms that do business with them.
Registered Rep. April 1, 2005 Anne Field	Buyer's Recourse For advisors looking to expand a practice quickly, purchasing a book of clients was once the most expedient solution. One advisor learned the hard way that it isn't necessarily so anymore.
Financial Planning August 1, 2013 Rachel F. Elson	Mark Tibergien Wants Your Assets. Here's What He's Offering Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here s what he s offering in return.
Financial Planning January 5, 2008 Mark Penske	Land of Uncertainty Although it can seem like an impossible task to find the right successor for your financial advisory business, stories and experiences from those who have crossed this line confirm that there is life after the big decision, both short and long term.
Investment Advisor October 2007 James J. Green	Mark Tibergien Named CEO of Pershing Advisor Group Tibergien, currently a principal and partner in charge of the securities niche at the accounting and consulting firm Moss Adams, will take on his new duties at the Bank of New York Mellon subsidiary on October 1.
Financial Planning January 1, 2010 Donna Mitchell	Questions Welcome Mark Tibergien is probably the most important practice management thinker in the financial planning industry -- and he has built his following over decades.
Investment Advisor July 2010 Lewis Schiff	Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown.
Registered Rep. February 26, 2013 Megan Leonhardt	Let's Make A Deal The RIA M&A market is poised for growth, but not gaudy growth.
InternetNews January 5, 2006 Tim Gray	Online Media M&A Market Made Big Jump in 2005 The number of mergers and acquisitions surged across the media and information industries in 2005, according to the Jordan Edmiston Group, an investment bank specializing in midsize transactions in the media and information industries.
Registered Rep. September 20, 2013 Diana Britton	RIA Margins Continue to Suffer Last year was a relatively good year for the markets; the S&P 500 was up 16 percent. Yet profit margins at registered investment advisor firms continue to fall, according to WealthManagement.com's 2013 AdvisorBenchmarking RIA Trend Report
Registered Rep. February 25, 2013 Furey & Cooper	What Is Your Advisory Practice Really Worth? The perils of the valuation gap.
Registered Rep. March 1, 2008	Independent Together The "RIA-in-a-box" model will attract plenty of wirehouse reps who may have previously balked at the idea of going completely independent, fearing they were unprepared to run their own businesses.
Investment Advisor October 2010 Mark Tibergien	Using OPM to Grow AUM External financing can grow your firm -- but beware the pitfalls.
Investment Advisor April 2008 James J. Green	New COO for PAS Pershing Advisor Solutions conducted a nationwide search for the job of chief operating officer, and found the top candidate in the office next door, naming Karen Novak, former managing director and chief operations manager, as COO.
Financial Advisor April 2008 Evan Simonoff	The Big Chill While the financial advisor community and their clients have avoided most of the mortgage-related problems, advisory firms' merger and acquisition activity is suddenly becoming a victim of fixed-income market paralysis.
Investment Advisor December 2009 Mark Tibergien	Formulas for Success: Prudent Man Rule for Practice Purchases Capital constraints, economic uncertainty, and increased levels of caution characterize the current marketplace in advisory firm M&A.
Registered Rep. March 1, 2007	Gobbling Up RIAs The RIA holding company Focus Financial recently snatched up three more firms, bringing total acquisitions to 9 and assets under management to $15 billion.
Financial Advisor July 2010 Evan Simonoff	Are Advisors Delusional? Fiduciary Network CEO Mark Hurley says they are because they believe their firms are very valuable -- but most aren't.
Investment Advisor October 2005 Grau & Grable	The Wisdom of the Crowd Yes, buyers are paying more for financial advisory practices. But we can learn much from these wise buyers.
Investment Advisor August 2006 Mark Tibergien	Formulas for Success: Get Help If you're buying or selling a financial advisory practice, call the pros. Experienced dealmakers know that the vast majority of the value in a transaction resides in the terms, not in the price.
Registered Rep. January 1, 2007 Halah Touryalai	A Match Made in Equity For financial-advisory practices, holding companies are making a come back after a flawed model forced them out of the market in the late 1990s. Now, new players have emerged and this time they're relying on private equity firms to help keep them in the game.
Investment Advisor May 2009 James J. Green	Pershing Service for RIAs at B/Ds Pershing LLC introduces a new service for its affiliated broker/dealer firms called RIA Complete.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Registered Rep. April 6, 2010 Kristen French	Custodians In Race To Roll Out M&A Tools TD Ameritrade Institutional is rolling out a new online business valuation tool.