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Why So Many Wealth Managers Are Considering M&A

Friday, May 03, 2024 | 4:00 PM ET

A rebound in equity markets and stabilizing interest rates set the background for growth among wealth management firms in 2023. This growth—coupled with optimism about the year ahead—has many organizations considering how they might benefit from mergers and acquisitions (M&A). Dealmaking has already been active as the year begins, and even more firms expect to engage in M&A in the months ahead driven by a widespread desire to grow and increase firm competitiveness by scaling up and adding new capabilities. Join us as we discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024. Topics will include:

  • The future of firm valuations.
  • Wealth advisor outlook for the dealmaking environment.
  • The factors driving interest in M&A.
  • Who is poised to benefits most as wealth managers look to make deals.

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

Produced by



Sponsored by



David Armstrong - Moderator
Executive Content Director


Kristin Letourneau, PhD
Vice President, Research
Informa Engage


Jeff Vivacqua
President, Growth and Development
Cambridge Investment Group, Inc.


Kris Emick
First Vice President, Succession and Acquisition Solutions
Cambridge Investment Group, Inc.




TAGS: Resources