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A new report analyzing transactions in the RIA space for the first three months of 2022 showed the second-strongest quarter on record, behind 2021 Q4, though the number of deals dropped in February and March.
Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.
If other publicly traded RIA aggregators are any indication, CI Financial may not get the valuation it’s hoping for, sources close to the M&A space argue.