• Sun. Jun 16th, 2024

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The Floor Shifts For Advisor M&A: Outcomes of an RIA Edge Research


Nov 9, 2023


Increased rates of interest, risky markets and new patrons 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 companies stand now of their plans for development and what lies forward. 


Particularly, the webinar will cowl: 


Overview of the M&A market

  • Excessive-level overview of the present state of M&A actions 
  • Latest tendencies

Key Drivers and Challenges

  • Major elements driving M&A exercise
  • Challenges/obstacles confronted by firms concerned in M&A

Valuation and Deal Structuring

  • What are we seeing?
  • What do patrons worth most? (drivers of worth)

Registrants for the webinar will 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.

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