How M&A is Impacting the Evolution of Wealth ManagementHow M&A is Impacting the Evolution of Wealth Management
Watch as Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
September 5, 2023
Sponsored by Cambridge Investment Research
In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.
Some of the questions that are addressed:
Will Private Equity continue to have a big impact in financial services?
What impact has the spike in interest rates had on valuations and deal making?
What factors go into valuation?
Is everything valued off gross revenue or when is EBITDA or a Discounted Cash Flow valuation appropriate?
More than half of financial advisors lack a continuity plan, why do you think we as an industry who’s job is to plan for their client’s financial futures fail to plan for their own?
