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RIA Edge Research

The Ground Shifts For Advisor M&A: Results of an RIA Edge Study

Available On Demand

Higher interest rates, volatile markets and new buyers have changed the climate for mergers and acquisitions in the RIA business. Wealth Management IQ partnered with MarshBerry Advisors to survey firm owners, executives, and advisors as part of our RIA Edge survey series. 

In this digital forum, we’ll share the results of this survey for the first time and shed light on where RIA firms stand now in their plans for growth and what lies ahead. 
Specifically, the webinar will cover: 

Overview of the M&A market

  • Overview of the current market
  • Recent trends in M&A activities

Key Drivers and Challenges

  • Primary factors driving M&A activity
  • Challenges and obstacles observed in the market 

Valuation and Deal Structuring

  • Recent trends and expected changes related to macroeconomic factors
  • Drivers of value

Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by



Produced by



Sponsored by




David Armstrong - Host
Editor in Chief


Kristin Letourneau, PhD
Vice President, Research
Informa Engage


Kim Kovalski
Managing Director


Patrick Collins, CFP®, EA
Partner & CEO
Greenspring Advisors




TAGS: Resources