[Infographic] Surfing the Wealth Management M&A Wave[Infographic] Surfing the Wealth Management M&A Wave

The advisory industry is in the midst of a wave of consolidation: A generation of older advisors is exiting the business, while wealth management firms are looking to expand via mergers and acquisitions, creating record levels of deal-making activity. A successful M&A process requires top-notch systems that guarantee operational efficiency and smooth transitions.