A rebound in equity markets and stabilizing interest rates set the background for growth among wealth management firms in 2023. This growth—coupled with optimism about the year ahead—has many organizations considering how they might benefit from mergers and acquisitions (M&A). Dealmaking has already been active as the year begins, and even more firms expect to engage in M&A in the months ahead driven by a widespread desire to grow and increase firm competitiveness by scaling up and adding new capabilities. Join us as we discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024. Topics will include:
- The future of firm valuations.
- Wealth advisor outlook for the dealmaking environment.
- The factors driving interest in M&A.
- Who is poised to benefits most as wealth managers look to make deals.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by
Sponsored by
David Armstrong - Moderator
Executive Content Director
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Kris Emick
First Vice President, Succession and Acquisition Solutions
Cambridge Investment Group, Inc.
Cambridge Investment Group, Inc.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independentbroker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
