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Succession Resource Group's 2015 Financial Advisor Merger & Acquisition Annual Review |
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Succession Resource Group's 2015 Financial Advisor Merger & Acquisition Annual Review
PORTLAND, OR--(Marketwired - April 27, 2016) - Succession Resource Group, Inc. (SRG) published its second annual review of advisor acquisition activity, recapping 2015 data highlights and trends, drawing on more than $31 million dollars in third-party sales. SRG presented its findings to a live audience in its presentation titled, "2015 Financial Advisor Merger & Acquisition Annual Review" providing the status of the macro environment for deals completed in 2015 (excluding data from internal succession plans) for independent Registered Investment Advisors and Registered Representatives selling for less than $10 million.
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