On Pace for Record M&A in 2017, RIAs Hit the Pause Button in Q4: TD Ameritrade FA Insight Report

TD Ameritrade press release ----------- Advisory firms were on pace last year to set new records in merger and acquisition activity until they hit the pause button in the fourth quarter, as lawmakers’ efforts to overhaul the tax code led to a surge of client meetings, according to the latest FA Insight M&A Activity Update on advisory firm M&A trends. FA Insight industry benchmarking research is a service provided by TD Ameritrade Institutional. M&A activity was strong in the first three quarters of 2017, with the number of deals on pace to beat 2016 results, but a halt late in the year resulted in the number of deals targeting independent advisory firms falling by 10, or 13 percent, to 70 deals last year versus 2016. To learn more click on the picture below to read the release.