While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.
Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. 'You should be advisors,' he said.