Increased rates of interest, risky markets and new consumers have modified the local weather for mergers and acquisitions within the RIA enterprise. Wealth Administration IQ partnered with MarshBerry Advisors to survey agency house owners, executives, and advisors as a part of our RIA Edge survey sequence.
On this digital discussion board, we’ll share the outcomes of this survey for the primary time and make clear the place RIA corporations stand now of their plans for progress and what lies forward.
Particularly, the webinar will cowl:
Overview of the M&A market
- Overview of the present market
- Current tendencies in M&A actions
Key Drivers and Challenges
- Major components driving M&A exercise
- Challenges and obstacles noticed out there
Valuation and Deal Structuring
- Current tendencies and anticipated modifications associated to macroeconomic components
- Drivers of worth
Registrants for the webinar can even obtain a free copy of the 2023 RIA Edge Research.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Delivered to you by
Produced by
Sponsored by
David Armstrong – Host
Editor in Chief
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Analysis
Informa Interact
Kim Kovalski
Managing Director
MarshBerry
Patrick Collins, CFP®, EA
Associate & CEO
Greenspring Advisors
