How do you value a wealth management/asset management firm? Is a DCF appropriate or is there something else I should be looking at?

like
Posting as :
works at
You are currently posting as works at

DCF’s are a bit academic and not super realistic in this market IMO.. same for anything, look at comps

like

The age of the client base is a huge driver. I sold a back door RIA hedge firm and $200M AUM with average age of 70 is worth half an equivalent cash flow of a firm with an average age of 58.

like

I’d prob do EV/AUM or P/BV

like

Related Posts

What’s your opinion on what I wrote on my Grindr profile? “I am looking for a top who wants to have fun. If you’re not mobile, don’t hit me up. If you’re only here to collect pics, don’t hit me up. If you’re here to waste my time, then definitely don’t hit me up. Some of you talk big game over message but don’t live up to that expectation in person. I am tired of the flakes and the last minute excuses. I love di*k but some of you can be di*ks.”

like

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

likesmart
like

I can’t anymore. 🏳️🏳️🏳️🏳️🏳️

like

Anyone in the Philly market have school age kids? We want to move there but worry private school is the only way. What has your public school experience been?

like
like

Does Intuit offer job openings in the SDET or QA Automation roles?
I heard this will be one of the top paid companies and also maintain a good work life with great benefits

I’ve always gotten the advice that when you want to switch jobs you should take interviews from places you’re not actually interested in, so you can understand your value in the market and have better negotiating power.

I’m doing that rn - took a couple interviews to gauge my skills, my market value, and see what I need to work on for interviews that I actually care about.

However, I feel really guilty about wasting their time and going all the way knowing I’ll just say no at the end. Wwyd?

like

How does one interview 1Ls?

like

If you had a choice, would you choose AFS or Deloitte GPS? The roles are different and I understand the differences between the two, I'm more concerned about company culture and support systems.

like

Hi Fishes
Need referal for Salesforce marketing cloud developer role for 3+yrs exp in IT and 2yrs comprehensive exp in smfc.

Kindly give me 11likes to send DMs..
Thanks!!

like

Does McK have a corporate card, and if so do they make you use it for travel? Likely starting there soon and wanted to see if it was worth keeping my current card since yearly renewal fee is coming up 😅

like

How is Goldman Sachs Dallas?

like

What’s the best way to include a new role on your resume that does not begin until next summer? I’m asking this because IB recruitment is in the spring, and I thought it would be meaningful to include it. I am mainly curious about the bullet points. Would it be valid to not have any or to just have one that says something like “Accepted offer on Nov”?

PwC 🐠: Whats covered under gym/health fees on travel days? Classpass?

Can someone share the experience of working as a data scientist or consultant in france? How is the pay?

like

Anyone out there a nurse health coach? How do you like it?

like

Hi Everyone! Between corona and snowstorms, “real life” is seeming as far off as anything else. Curious to hear what some people are doing to keep their employees engaged? Zoom happy hours are dead.. we did a few “virtual contests” (i.e., everyone submitted a pic of themselves dressed up for Halloween, allowing former years as entries, and made a slide show for voting the winner), but I’d like to go a little bigger. Suggestions??

likehelpful

Hi. I am looking for opportunities as GPM or MM in MNCs. Willing to relocate. Any leads or referrals would be helpful. Looking forward for a positive response
Thanks in advance.

Additional Posts in Option Traders & Investing

How’s everyone feeling about this coming week?

like

4/14 Thread (General):

like

Should’ve bought puts on Netflix

likefunny

Any yolo crypto plays here?

like

Three observations from my market analysis this week:
1) Still work to do in repairing damaged trends with only energy and financials up over the last month
2) Technology has issues with rates, valuations, and supply chains for chips, so this could be heavy on the indexes
3) Setup for the week is concerning with OPEX, lots of data releases, and almost no IVOL premium - lots of event risk and limited hedging in place

like

Read a WSJ article saying Biden would be taxing the tech industry heavy if he wins. As an options trader, is there a way to capitalize on this (assuming Joe wins and goes forward with his tax plan)?

like

Any wayfair plays? It’s back up to the $190 mark

like

My gift to all of you is this picture. In return, all I ask is that you root for my Chiefs today! Good luck to us all and may the odds be ever in all our favors! -oxo

Post Photo
like

Opened up $ROKU puts expiring next week, hoping for a small short term correction

like

Added a new stock into my portfolio today. EnWave Corp (NWVCF). It owns a patented technology named Radiant Energy Vacuum (REV) and currently supplies to Costco, WholeFoods, Cannabis Producers and Pepsi Co. Thought of sharing this with our 🐠 Please do your DD as well.

like
like

Where can I find the IV on internet cat NFTs? Trying to update my option model spreadsheet but missing this data...

like

Anyone getting into VIX options before the FOMC meeting?

like

NOK next get in while ya can homies

like

Thoughts on CCH reverse merger with UTZ snacks? We gonna see another NKLA hahah

funny

1/26 Thread (General):

like

My son 529 grows so slow... Any suggestions ? Which bank or state do you all use? Should I just invest for him in a roth at work ?

like

5/27 Thread (MB):

like

Anyone know why OIS tanked today? Also, are you buying more?

like

Sorry for the delay, was sick yesterday. And yes, when I say sick, I really mean hung over. Been a few years since that happened. Anyway, good luck. I personally don't see any plays this week.

Post Photo
like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal