Sponsored By

Brought to you by Informa Connect's Zephyr, from the shores of Lake Tahoe

Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA PracticeAdjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA Practice

Steward Partners' Scott Danner discusses the current trends impacting M&A in the RIA space.

Ryan Nauman, Market Strategist

January 30, 2025

Steward Partners Head of Legacy Division Scott Danner shares some fascinating information about the current trends impacting M&A in the RIA space.

Scott shares some great tips on how to enhance the value of your investment advisory practice and the challenges financial advisors face when looking to sell their practice or merge with another one. Lastly, Scott talks about the importance of culture in building your financial advisory practice.

Learn more about Zephyr

Learn more about Steward Partners

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman