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RIA Buyers Getting More Selective: Fidelity M&A Report

RIA Buyers Getting More Selective: Fidelity M&A Report

Fidelity Custody & Clearing’s 2016 Wealth Management M&A Transaction Report discovered that advisory firms acquiring other RIAs are getting “much more selective,” says David Canter, but there remains a “gulf between what the sellers think” their firms are worth and what buyers think those firms are worth.

 

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Paul Tracey
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