| | | The Ground Shifts For Advisor M&A: Results of an RIA Edge Study |
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| | DATE:
Monday
December 18, 2023 |
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| | TIME:
12:00 PM ET
9:00 AM PT |
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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. |
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| | | David Armstrong - Host Editor in Chief Wealth Management.com |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | Kim Kovalski Managing Director MarshBerry |
| | | Patrick Collins, CFP®, EA Partner & CEO Greenspring Advisors |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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