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RIA Match | Succession Planning, Growth and NextGen Solutions

RIA Match supports financial advisors. Buy, sell, merge, join, partner, add advisors to your practice. Your Registered Investment Advisor resource (RIA) solution.

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RIA Match

Buchanan, MaryAnn

36580 In●●●●●●●●k Circle

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1.70●●●●9663
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RIA Match | Succession Planning, Growth and NextGen Solutions | riamatch.com Reviews
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RIA Match supports financial advisors. Buy, sell, merge, join, partner, add advisors to your practice. Your Registered Investment Advisor resource (RIA) solution.
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give feedback,partner your practice,how it works,plans and pricing,promote your profile,explore best practices,join an ria,learn more,form an ria,manage your practice,m&a issues,discover other ideas,what's new,book reviews,kim ann curtin,oonagh mcdonald
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RIA Match | Succession Planning, Growth and NextGen Solutions | riamatch.com Reviews

https://riamatch.com

RIA Match supports financial advisors. Buy, sell, merge, join, partner, add advisors to your practice. Your Registered Investment Advisor resource (RIA) solution.

INTERNAL PAGES

riamatch.com riamatch.com
1

RIA Match - M&A Issues

https://www.riamatch.com/MA_Issues

The RIA Match Service. Plan for the Future. Search the solutions to practice valuation; study the methods of purchase and sale, merger and aquisition. Understand the essentials of due diligence. Not so fast big boy: Small RIAs will survive M&A trend. Bob Veres Financial Planning, August 2016. Not so fast big boy: Small RIAs will survive M&A trend. Added on 08/30/2016 in M&A Issues. Latest RIA mega-deal is a tale of two firms. Added on 08/28/2016 in M&A Issues. Added on 08/25/2016 in M&A Issues. Ron Carso...

2

RIA Match - How It Works

https://www.riamatch.com/How_It_Works

The RIA Match Service. RIA Match is the most powerful service available for finding other people and practices that share your vision and values. All it takes is four fast and easy steps:. 1 Tell us about yourself. Build your online profile by answering questions about your experience and your practice. You can provide as much or as little information as you want and, of course, your personal information will be held in the strictest confidence. 2 Tell us what you’re looking for. Start a new one? To crea...

3

RIA Match - Plan for the Future

https://www.riamatch.com/Plan_for_the_Future

The RIA Match Service. Plan for the Future. Plan for the Future. Plan for the Future. Contingency and succession planning are critical to your advisory firms success. Review the wealth of information. The young and talented: Steps to attract Gen Y advisers. Kelli Cruz On Wall Street, August 2016. Finding Perfect Recruits Costs More Than Ever. From Financial Advisor IQ. Added on 09/01/2016 in Plan for the Future. The trade-offs, soul-searching and stress of a succession transition. Should I Hire an intern?

4

RIA Match - Fannie Mae and Freddie Mac: Turning the American Dream into a Nightmare

https://www.riamatch.com/Article/Book_Reviews/Fannie_Mae_and_Freddie_Mac_Turning_the_American_Dream_into_a_Nightmare

The RIA Match Service. Plan for the Future. Fannie Mae and Freddie Mac: Turning the American Dream into a Nightmare. Oonagh McDonald Review by Gene Epstein, September 2012. Uncle Sam and cousins Fannie Mae and Freddie Mac deserve most of the blame for the mortgage mess and the financial bust. Of Dr McDonalds book written by Gene Epstein. The Four Obsessions of an Extraordinary Executive. Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor. Be the first to comment on this Article. We've...

5

RIA Match - Bronfman E.L. Rothschild acquires Highline to create $3.6B firm

https://www.riamatch.com/Article/MA_Issues/Bronfman_EL_Rothschild_acquires_Highline_to_create_36B_firm

The RIA Match Service. Plan for the Future. Bronfman E.L. Rothschild acquires Highline to create $3.6B firm. Mason Brasswell InvestmentNews, August 2015. Read the article online. In the latest deal between billion-dollar-plus registered investment advisers, Bronfman E.L. Rothschild said Tuesday it had acquired Highline Wealth Management, creating a combined $3.6 billion firm. We have deep pockets behind us. And if theres the right opportunity in the Midwest and Northeast, were interested.”. Hiring and Re...

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LINKS TO THIS WEBSITE

blueoceanglobalwealth.com blueoceanglobalwealth.com

Resources

https://www.blueoceanglobalwealth.com/inner_resources.html

Insight. Clarity. Purpose. The Financial Planning Process. The Financial Planning Process. Schedule a phone consultation to learn about financial planning with Blue Ocean Global Wealth. Schedule an Introductory Call. Check the background of Blue Ocean Global Wealth on FINRA's BrokerCheck. Check the background of investment professional Marguerita Cheng on FINRA's BrokerCheck. Check the background of investment professional Sameer Somal on FINRA's BrokerCheck.

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PLANet Systems Group

http://www.planetsystemsgroup.com/News

Manuscript Archives - ACS. Would I recommend Dean and PLANet Systems Group team? Without reservation. I have and will continue to recommend them to everyone that appears to me to be in need of their services.". Mark P. Huntley. IT Manager - Mountain Lumber Company. Meet all members of our growing family. Get to know our partners. PLANet Contact CRM is a fast, reliable, highly customizable and scalable Customer Relationship Management solution - a bespoke tool which fully fits Clients’ needs! We can make ...

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PLANet Systems Group

http://www.planetsg.com/News

Manuscript Archives - ACS. Would I recommend Dean and PLANet Systems Group team? Without reservation. I have and will continue to recommend them to everyone that appears to me to be in need of their services.". Mark P. Huntley. IT Manager - Mountain Lumber Company. Meet all members of our growing family. Get to know our partners. PLANet Contact CRM is a fast, reliable, highly customizable and scalable Customer Relationship Management solution - a bespoke tool which fully fits Clients’ needs! We can make ...

planetcontactcrm.com planetcontactcrm.com

PLANet Systems Group

http://www.planetcontactcrm.com/News

Manuscript Archives - ACS. Would I recommend Dean and PLANet Systems Group team? Without reservation. I have and will continue to recommend them to everyone that appears to me to be in need of their services.". Mark P. Huntley. IT Manager - Mountain Lumber Company. Meet all members of our growing family. Get to know our partners. PLANet Contact CRM is a fast, reliable, highly customizable and scalable Customer Relationship Management solution - a bespoke tool which fully fits Clients’ needs! We can make ...

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RIA Match | Succession Planning, Growth and NextGen Solutions

We match financial advisors, future financial advisors and advisory firms. RIA Match provides insightful resources, facilitates your search, and puts the power in your hands. Search for free, pay to connect: anonymously and securely! The RIA Match Service. Do you want to advertise your advisory firm on RIA Match? Do you want to find an advisory job? Are you a wire house rep looking for an established RIA to join? Are you an IBD rep looking to join an RIA who does commissionable business too? Search the s...

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