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Daily Archives: December 1, 2015

Pinnacle Adds to Investment Team

Press ReleasesBy Peter McGratty CFADecember 1, 2015Leave a comment

In keeping with our commitment to making ongoing investments in people and technology required to deliver best-in-class service to our strategic independent partners, Pinnacle Advisor Solutions is pleased to announce the addition of two new members to the investment team. • Jose Arevalo joined the team as a Junior Quant Analyst working closely with Sauro…

How Tax Treatment Changes The Valuation Of An Advisory Firm Acquisition

From the Corner OfficeBy Peter McGratty CFADecember 1, 2015

By Michael Kitces As the pace of advisory firm acquisitions slowly but steadily increases, more and more attention is being paid to the …read more Source:: Nerd’s Eye View

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