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
David Armstrong - Host
Editor in Chief
Kristin Letourneau, PhD
Vice President, Research
Patrick Collins, CFP®, EA
Partner & CEO