The Ground Shifts For Advisor M&A: Results of an RIA Edge StudyThe Ground Shifts For Advisor M&A: Results of an RIA Edge Study
Available On Demand
December 18, 2023
Date: Dec 18, 2023
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Higher interest rates, volatile markets and new buyers have changed the climate for mergers and acquisitions in the RIA business. Wealth Management IQ partnered with MarshBerry Advisors to survey firm owners, executives, and advisors as part of our RIA Edge survey series.
In this digital forum, we’ll share the results of this survey for the first time and shed light on where RIA firms stand now in their plans for growth and what lies ahead.
Specifically, the webinar will cover:
Overview of the M&A market
Overview of the current market
Recent trends in M&A activities
Key Drivers and Challenges
Primary factors driving M&A activity
Challenges and obstacles observed in the market
Valuation and Deal Structuring
Recent trends and expected changes related to macroeconomic factors
Drivers of value
Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
Produced by
Sponsored by
David Armstrong - Host
Editor in Chief
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Kim Kovalski
Managing Director
MarshBerry
Patrick Collins, CFP®, EA
Partner & CEO
Greenspring Advisors
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WMIQ
