RIA principals are failing the next generation of industry leaders, writes industry M&A consultant David DeVoe.

Business owners will need to be nimble, flexible and willing to pivot.

Hold on to the lessons of the pandemic as the industry tries to go back to "normal."

The argument some RIAs are making—that the PPP loan is a business loan, no different than any other, and comes with risk, and is not bailout money—just doesn't wash.

Four key trends help explain the increased M&A activity in the RIA space over the past few years and will continue to propel deal-making moving forward.

Once atypical distractions are now commonplace.

The increased demands placed on chief compliance officers in a volatile market are creating regulatory risks that threaten to 'trickle up' to executives and boards.