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David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation

Steve Sanduski

In a nutshell: RIA valuations are high. But the number one driver of these trends isn’t aging founders and succession planning. Without it, you are at the mercy of volatile financial markets. Private equity is everywhere. Industry consolidation is accelerating. Organic growth is the lifeblood of a business.

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The Ultimate Guide to Taxes on Secondaries

Harness Wealth

How Harness can help FAQs on Secondaries What is the secondary market? The secondary market for private equity and other alternative investments has moved from being a fringe practice to a mainstream component of the private financial markets system. FIRPTA planning using a U.S. holding company Structuring a U.S.

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No Market Misgiving on This Thanksgiving

Investing Caffeine

Dissecting Stock Performance & Valuations A lot of pundits are pointing to an overheated market, but on a 3-year basis, returns are looking more normalized (+8.2% Source: Yardeni.com Value stocks ( blue-line ) in the market look equally attractive (about 30% cheaper than the S&P 500), as can be seen in the chart below.

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Transcript: Apollo’s Torsten Slok

The Big Picture

WA was the career plan, always economics and finance. It was not our plan. So first of all, Apollo Academy is really the prime place to go if you want to understand alternatives because it is often of course the case that people in financial markets, everyone spends so much time on s and p 500, right? We all enjoyed it.

Economy 253
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Three Things – Three Charts I am Thinking About

Discipline Funds

But if you’d slept thru it all and looked at stock prices you might think that nothing actually happened as markets have largely shrugged this off. The way I would describe most of this is that the financial markets and the economy are primarily dictated by huge secular trends. And what does the data say right now?

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Transcript: Christine Phillpotts, Ariel Investments

The Big Picture

Was finance and investing always part of the plan? And essentially decided to pivot from that original plan because it became clear to me as I got older that to really make a living as a concert pianist, you need to be the top 1% in the world. And so as the global financial markets were in a tailspin, they were actually very resilient.

Investing 144
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Should you buy Trent despite its high valuation?

Trade Brains

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. Future Plans Of Trent Trent, led by Noel Tata, is setting its sights beyond Indian borders. The company plans to open a flagship store in Dubai soon. Should you buy Trent despite having a high valuation?